Finding Quick Wins Before the Planning Begins

We talk a lot about what happens during the planning process but the time we spend before starting the plan can uncover areas that can become quick wins. ​It’s important that we take the time to assess your current financial standing because this initial evaluation sets the stage for everything that follows.

In this episode, we’re going to going to take you through the process and explain what we want to learn more about and why it’s important for long-term planning.  By examining each of these areas, individuals can identify levers that can be adjusted for improved financial outcomes.

Here’s what we’ll cover today:

🔍 Assess Your Current Financial Situation

Ask yourself fundamental questions like "Am I okay?" and "Am I making the right decisions?" 

💡 Quick Wins for Financial Health

• Practical, immediate actions to enhance your financial standing

• Understanding cash flow to optimize money management

⚖️ Risk Management & Income Planning

Evaluate your risk tolerance and future income from assets to make proactive decisions

💸 Key Areas to Examine

• Savings, expenses, debt, and taxes

• How small adjustments can make a big difference over time

🔑 Small Changes, Big Impact

"Small hinges swing big doors" — minor tweaks can lead to substantial improvements

If you’re interested in getting this assessment started, get started right here: https://www.dyerwealthmanagement.com/start-here.html 

Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html

Website: https://www.dyerwealthmanagement.com/

Phone: 858-459-3937

Email: tim@dyerwm.com

The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice.

The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...