2021 Financial Planning Checklist

2021 Financial Planning Checklist

From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)

As we begin a new year, I wanted to reach out to you to provide a checklist with some pointers.  If you haven’t been in for a review meeting in a while and feel like you need a “refresher” please contact our office at (732) 556-4200.  Below is a little “checklist” I have put together for you to make sure you are up to speed in a few areas: (more…)

Client Relationships: The High and Lows of Helping Clients Reach Financial Independence

Client Relationships: The High and Lows of Helping Clients Reach Financial Independence

At Oujo Wealth Strategies we help clients meet an array of financial goals, and one of the most important is complete financial independence. Our team works day in and day out to diligently walk hand and hand with clients in financial independence planning. Reaching financial independence is a journey, however we’re excited to take the journey with you.

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