The end of the year is a good time to hit the reset button in general. This includes taking stock of your financial picture, regardless of where you stand at the moment. And, in fact, if you’re feeling uncertain or worried about your financial picture, this step becomes even more important. Think of year-end as a time to step back, reflect, and reassess where you are financially – to take in the bigger picture – so you can make thoughtful, confident decisions about how to move forward in the coming year.

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Switching financial advisors should be more than a mechanical transfer – ideally, it’s a chance to reassess your goals and strategies with a new advisor and a fresh perspective

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