December - Liquidity Aligned
Ensure you have the right amount in reserves.
An emergency fund is an essential part to a sound financial life. We set this time aside to ensure you have the right amount in your war chest, in the right accounts.
Having an emergency fund can influence your plan’s flexibility and help with a good night’s sleep. Alternatively, an oversupply of cash can lead to portfolio drag and opportunity cost. We review your reserves to ensure you have the right amount in the right accounts, so your liquidity is put to its best use.