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achievement

Year-end Action Items and Review Questions

December 22, 2022By Phil Clark, CPWA®,CFP®, CLU®
Year-end Action Items and Review Questions

What was a new discovery you made this year? What did you discover that you loved? What was one of the biggest, pleasant surprises you experienced this year? What achievement are you most proud of? What was your favorite purchase of the year? What was a new habit or routine you created this year that Read the full article…

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©2023 KROST Wealth | Privacy Policy

KROST Wealth is a division of KROST, a full-service Certified Public Accounting and Consulting firm headquartered in Pasadena, California. KROST Wealth offers an integrated, tax-centric approach to wealth management to help businesses and individuals achieve their financial goals through Investment Planning, Tax Planning, Estate Planning, Insurance, Income Protection and Asset Preservation, Education Planning, Retirement Planning, Risk Management, Business Planning, and Debt Management. Contact us for more information at 626-449-4225.

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  • Services
    • Financial Planning
    • Investment Planning
    • Tax Planning
    • Risk Management & Asset Protection
    • Retirement Planning
    • Business Planning
    • Estate Planning
    • Education Planning
  • About
    • Who We Are
    • Our Team
    • Certified Private Wealth Advisor®
  • Resources
    • Client Discovery Meeting Checklist
    • Investment Plan Calculator
    • Sample Financial Report
    • Annual Plan Review Checklist
    • Second Quarter Questionnaire
    • Discovery Questionnaire
    • Media
    • Subscribe
    • Visit KROSTCPAs.com ›
  • Blog
  • WYK Podcast
  • Contact