Fall Financial Checkup

Every Fall, Franck Cushner, CFP and financial guru, starts his 'ten projects' for the season. These are goals he intends to accomplish in the coming months, well before the new year. One goal he recommends to all his clients is the 'Fall Financial Check-up'. This consists of a full review of your budget, income, assets, debts and arguably most importantly, a full review of your financial goals. He advises each client to take a hard look at where you stand today and where you want to be. Don't miss this absolutely inspiring show. And as they say in Franck's home state of Texas, 'get crackin'' on those projects today! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit franckcushner.substack.com