2025 Financial Checkup: A Guide to Planning Your Year

Join Alex Chalekian and Jess Bost in this episode as they discuss the importance of conducting an annual financial checkup to maintain and improve your financial health. They explore how February is the perfect month to reassess your financial goals, tackle personal finance questions, and prepare for tax season. Learn about the benefits of regular financial reviews, uncover key areas of focus, and avoid common pitfalls. Don't miss the downloadable checklist provided to guide you through your financial checkup and set you up for success in 2025 and beyond.

✨ FREE CHECKLIST: All The Items You Should Consider At The Start Of The Year https://www.lakeave.com/2025-financial-checkup-guide