What Issues Should I Consider When Starting Out Financially?

August 19, 2021
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Once your career starts to take off and income rises, you may find it difficult to determine which financial steps to take and when. We developed a starter checklist detailing some of the issues we think you should consider, such as:

  • Cash flow
  • Savings & spending
  • Risk management
  • Tax
  • Types of accounts to set up

Download our checklist “What Issues Should I Consider When Starting Out Financially” by clicking below. Once you’re ready to discuss finances, feel free to contact us by emailing info@wendellcharles.com or calling our main office phone number at (888) 701-7305 and mention you need guidance with financial planning.

What Issues Should I Consider When Starting Out Financially 2021

Our monthly or quarterly financial planning subscription offers the ability to work with a professional financial advisor to help guide you toward your goals. Here's a sample of a financial planning calendar that we work to customize with each individual client.

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