The Mid-Year Review

At Nepsis® we believe in the mantra, “Process before Progress®”. In fact, it is how we serve our clients. The process we focus on is the “financial planning process”, where clients articulate their goals, and we help prioritize them. The industry would lead most people to believe focusing on investment returns and the latest “investment strategy” is the key to success. If it were that simple clients wouldn’t need advisors. The truth is successful investing is the outcome of setting reasonable, clearly defined, and measurable financial goals. The key word is measurable, as in tracking your progress to achieving your goals which helps you to make small incremental changes to ensure you are on track to meet them. While that may sound simple, many investors lack clarity on the progress they are making year to year. Achieving your goals is the outcome of sticking to the predetermined process set by you and your advisor. A mid-year review is a great opportunity to measure your progress.

Nepsis® Senior Wealth Advisor Rob Lewis on the importance of the Mid-Year Review: “A failure to plan… is planning to fail! Reviews help keep everyone up to date and on track.”

A review can start simply by checking on personal finance items like spending, budgeting, or cash reserve balances. But to fully understand your situation you need to assess all aspects of your financial health. Items like contributions to your investment/retirement accounts, ensuring proper life/disability coverage, and updating property/casualty insurance are important topics to review.

Equally as important as addressing your financial health is analyzing your goals to make sure they are still realistic and align with what you want to achieve. As life changes, so should your plans. A mid-year review with your Nepsis® advisor helps you recognize these changes and their impacts on your financial goals to help bring more clarity to the rest of your year.

To ensure a productive review we ask that you come prepared with any relevant documents, notifications of major life events/changes, and any questions you may have for your advisor.

Investing with Clarity® is a two-way street. You and your advisor will work together to ensure that you are sticking to the process and that your investment strategy is in alignment with your financial planning goals. A mid-year review is an important step to make sure that everyone is on the same page and that you are set up for success. If your current advisor is not providing you with this service, please consider contacting Nepsis® at (952) 746-2003 to learn more.

Advisory Services offered through Nepsis, Inc., an SEC Registered Investment Advisor.

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