FINANCIAL ORGANIZATION

Being financially organized and having an accountability partner goes a long way, especially in finances, where it’s easy to hide what’s happening. This is where we find low-hanging fruit. Someone has an account sitting in an inappropriate investment, they hate their bank but haven’t been pushed to move, or they want all their accounts under one roof so they don’t have to track the ever-growing username and password list. This financial clean-up is where every financial plan starts and helps us keep track of progress as we move forward.