Your Financial Planning Process Calendar
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Save angst by scheduling monthly financial ‘to-dos.’

It’s not always easy to be proactive with your finances when you feel like you’re being pulled in so many directions — career, family, extracurricular activities, and other responsibilities. Virginia Mandell, Vice President and Wealth Advisor for Regions Private Wealth Management in Charleston, S.C., suggests creating a financial calendar that serves as a road map to get to your financial destination.

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December

Gain additional financial planning help to take control of your financial life.

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This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation.