Wrap Up 2014 and Ramp Up 2015

Wrap Up 2014 with Merra Lee Moffitt, financial planner, financial planner near me, wealth strategist, financial planning, retirment planning, wealth retirement planning, wealth management, college planning for children, college planning for adults, tax reduction planning, business financial planning, estate planning, tax strategies, legacy planning, smart business financial planning, business retirement plan, retirement ideas, how to grow your business, tax planning for me, individual tax ideas, financial planner in reading pa, business financial planning, individual financial planning, reduce debt, loan repayment ideas, how can i give to charities, financial planner wyomissing pa, financial planner exeter pa, financial planner sinking spring pa, financial planner lancaster pa

If we want next year to be better than this year (and who doesn’t), we need to develop a plan to make that happen. As business owner, business coach and financial planner I use the following wrap up / ramp up process to build my own progress and recommend these steps to my business-owner clients as well.