Financial Wellness Checklist

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White Owl Financial Advisors

Partners in Your Financial Journey

What We Do

January 4, 2021January 6, 2021admin

Use this Financial Wellness Checklist to chart your financial health this year. Drag the image file to your desktop, or RIGHT CLICK and select SAVE AS.

Website Disclosure

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of CA, DC, FL, MD, NC, NJ, NY and TX. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. White Owl Financial Advisors, Quest Financial Group and Cambridge are not affiliated.

Insurance: Life / Heath/ Variable Contracts / Disability / Long Term Care through Insurance Agency Marketing Services, Inc.

FINRA Broker Check

Disclosure

Securities offered through Cambridge Investment Research Inc., a Broker/Dealer member FINRA/SIPC. White Owl Financial Advisors and Cambridge are not affiliated.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser

Find Us

Address

2601 Weston Parkway,
Suite 101, Cary, NC 27513

Hours
Monday—Friday: 9:00AM–5:00PM

Contact Us

Sandra Wang Stowe
919.635.1180
sandra@whiteowlfinancial.com

Schedule An Appointment with Sandra:
https://calendly.com/whiteowlfinancial

White Owl Financial Advisors

Use this Financial Wellness Checklist to chart your financial health this year. Drag the image file to your desktop, or RIGHT CLICK and select SAVE AS.

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