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Five Steps to a More Intentional—and Successful—Year

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Beyond the Money

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has he 
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What if being intentional—not just optimistic—could transform your next 12 months? In this episode, Jackie Campbell shares five practical steps for building a solid financial plan: set SMART goals, create a written money plan, clean up your financial “messes,” prioritize self-care, and always keep learning. Discover how to protect your assets, plan for taxes, and prepare for life’s surprises with clear strategies that work at any stage. It’s a candid look at how small, intentional actions can make a big difference in your financial future.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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Beyond the Money

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth A 
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