Why Now Is The Best Time To Get Your Finances In Order

We know you gained ten pounds over the holidays, but who are we to judge?! The new year gives new hope and motivation to make the proper changes in your life. But all the goals, hopes and dreams you’ve set for the new year will likely fade if you continue to delay. That’s why now, TODAY, is the best time to get a plan in place for the new year.

Whether you're looking to build wealth, plan for retirement, or take control of your finances, January is the perfect time to take action. And we make it as easy as possible to start.

Why Now?

1. A Clean Slate: A new year is an opportunity to reassess your goals and make adjustments. Starting now gives you a full 12 months to track progress and see results.
2. Motivation Is High: The momentum of setting New Year’s resolutions can be a powerful driver. Use it to your advantage to kickstart good financial habits.
3. Tax Season Is Coming: We know, you aren’t ready to hear this yet, but it will be here soon. Reviewing your finances now ensures you're prepared, making the process smoother and possibly revealing opportunities to save.

Steps to Get Started

1. Schedule a 30 minute introductory call here. We get to know each other a bit and learn more about what you are trying to accomplish.
2. If we mutually agree to move forward, we will schedule a 1-hour discovery meeting. This is where we learn more about your goals, how you are saving/spending and how you are invested today.
3. If after this meeting it is still a mutual fit, we start working together!

Why It Matters

Taking control of your finances now sets the tone for the rest of the year. With a clear plan in place, you can reduce stress, make smarter decisions, and feel confident about your future.

At North River Wealth Advisors, we specialize in providing clients with a comprehensive financial plan while providing a personalized level of service in every interaction.

Ready to get started? Contact us today for a free consultation and take the first step toward a more secure and successful financial future.

Let’s make 2025 your best financial year yet!

Authored by Stephen Blahovec and Michael Rausch of North River Wealth Advisors.  We are an independent, fee-only financial planning and investment management firm located in Pittsburgh, PA servicing clients locally and across the country.  To learn more, contact us here.

This content is developed by North River Wealth Advisors from sources believed to be providing accurate information. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.