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Wright Money Tips

Mar 29, 2021

  1. Learn some basic ideas about starting small if you are considering a fitness regimen.
  2. What to look for when considering a gym or personal trainer (not just jumping on the bench press or taking a class).
  3. The beauty of accountability and why sharing your fitness journey matters!

Mar 15, 2021

  1. The renewed importance of actually completing your legal documents! 
  2. Why a review of your Power of Attorney & Medical Directives matters with a life changing event.
  3. Government rules that could affect the viability of your estate plan…and more!


Mar 1, 2021

  1. Why a family first approach can help drive clear decisions with your money.
  2. Portfolio considerations when setting up your finances around “who you are”.
  3. Why enjoyment matters when building out your financial plan.