Financial Tips for the New Year

Financial Tips for the New Year

Money Checkup with Anjali Jariwala

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Anjali Jariwala, CPA, CFP® is the founder of FIT Advisors. She works with physicians and business owners to build stable financial futures and use their money in ways that support their values.  “Give yourself a year-end checkup just to make sure that you’re set for not only this year, but set up appropriately for 2020.” KEY RESOURCES REFERENCED IN THIS EPISODE For more about P&C insurance, try Money Checkup Episode 20. For more on retirement pla...Read More
Anjali Jariwala, CPA, CFP® is the founder of FIT Advisors. She works with physicians and b...Read More