October is more than just the month of falling leaves and pumpkin spice—it’s National Financial Planning Month! Here at Tanis Financial Group, we love celebrating by sharing daily tips and reminders across our social media platforms. 

Why Celebrate National Financial Planning Month? 

Financial planning is the roadmap to help you build your dream life. Whether you’re saving for a dream vacation, preparing for retirement, or thinking about buying a second home, having a well-thought-out financial plan is crucial. This month serves as a reminder to take charge of your financial life and make informed decisions. 

Action Steps for National Financial Planning Month: 

1. Reflect on Your Financial Goals: Take a moment to revisit your short-term and long-term financial goals. Are they still relevant? Have there been any significant life changes that necessitate adjustments? 

2. Schedule a Financial Checkup: Just as you’d see a doctor for an annual checkup, consider scheduling a meeting with your financial advisor. Discuss your current financial situation, investment portfolio, and any changes in your life that might impact your financial plan. If you aren’t working with a financial advisor or want a second look at things schedule a complimentary intro call here.  

3. Educate Yourself: Knowledge is power. Use this month to expand your financial literacy. Read books, attend webinars, or take a course to enhance your understanding of personal finance. Oh, and don’t forget to follow us across social media platforms to see the tips we will be sharing daily  

4. Share the Wealth: If you’ve found success in your financial journey, consider sharing your insights with friends and family. Encourage them to take charge of their finances and join you on the path to financial wellness. 

As we celebrate National Financial Planning Month, we have the opportunity to embrace our financial well-being. Remember, financial planning is not just about numbers; it’s about building YOUR dream life.  

Caroline Tanis