Quarterly Financial Review
Regina Carrick, LPC
Owning, operating and delivering services for my LPC is tough, but rewarding. There’s always a plethora of activity on various fronts demanding my attention and action at a moment’s notice; which is why I value my Quarterly Financial Review meetings with MBA Services. Every three months I pause to review with Kelly not only income and expense, but over and/or underperforming account trends; while also laying groundwork for future strategy and intention. As a result, I am a better decision maker and have more confidence in my Financial Position both personally and professionally.