09/03/2026
September is National Preparedness Month, and while most people think fire extinguishers and emergency kits, we'd add one more item to the list: a financial preparedness check.
Do you know where your key financial documents live if your laptop crashed tomorrow? Do you have a trusted contact in place in case you can't make financial decisions on your own? Are your beneficiary designations complete in case the unexpected happens? If you're a business owner, is your bookkeeping current enough that you could hand a lender or insurer accurate numbers on short notice?
A little organization now makes any disruption easier to weather, whether it's a storm, a system outage, or just an unexpectedly hectic month. From your business to your personal finances, building resilience is the kind of proactive work we love helping our clients tackle.
Financial Planning Services are offered through Kidd Financial Planning
Learn more: www.kiddadvisors.com/financialplanning
Kidd Financial Planning is a Michigan Registered Investment Advisor. Reference to registration does not imply any particular level of qualification or skill. Investment advisory services available only in jurisdictions where Kidd Financial Planning is appropriately registered. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities.