TheLiveBigWay® Digest: Your Financial Journey – Part 1

Hello Readers,

As financial planners, we are in a unique and privileged position to share in the rhythmic changes of our Clients’ lives. In fact, it is during periods of transition that financial planning takes on even deeper meaning. We believe our role during these life transitions is to serve as a guide for our Clients. Periods of change often engender a desire for mental clarity, and we believe it can be helpful to have reliable and engaging resources and someone to “walk an idea around the block” with to determine what planning items need to be addressed so you can focus on navigating the transition.

In this vein, we plan to share a buffet of resources related to various life transitions throughout the coming year. While you may find yourself personally outside of the different transitions at a given time, we think you’ll find that concepts within the resources can be applied to other life transitions, or maybe you find an opportunity to connect with someone special in your life by sharing these resources to help them during a particular time in their life.

We’ve titled this series “Your Financial Journey,” and we’ll begin today by sharing tips and resources for students. We hope you find this series valuable, and we look forward to navigating life’s many transitions together.

Here for you every step of the way,

The Yeske Buie Team