Archive for June 2023

It’s important to set goals for anything we want to succeed at, and your personal finances are no exception. We’ve all heard of “SMART” goals…specific, measurable, achievable, relevant, time-based. Every goal should have those elements. It sounds cliche, but it’s true. It’s important to set financial goals because if you don’t, you won’t know whether…

When speaking with prospective clients, I find that they often don’t know if they’re in search of a Daily Money Manager (DMM), a wealth manager, or both. During those conversations, it helps to first highlight the major differences between a DMM and a wealth manager, but then also speak to how DMMs and wealth managers…

A complete financial picture is one that includes financial activity occurring in ALL of your regularly used accounts. This includes checking, savings, credit cards, lines of credit, and in some cases, mortgages. In order to fully comprehend where you stand financially, you need to have all the data available to you. Imagine only keeping track of…

As hired daily money managers, our clients expect on-time bill payments, without fail. Over our 27 years in business, we’ve developed some tried and true strategies so that we never miss a bill payment. Here, we share those tips with you! These strategies may sound simple, but they’re incredibly effective. Our process is two-pronged and…