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5 Tips to get your finances in order

Have you ever walked around your home looking for something you know is there, but you can’t seem to find it anywhere? When things are disorganized, you waste time, get frustrated, and face unnecessary stress.

The same is true for your finances. If you’re ready to organize your finances once and for all, here are five ways to get started.

  1. Stop the subscriptions. Most folks pay for services they rarely (or ever) use. Scan your bank account transactions to find services you no longer need or want and cancel automatic payments.

  2. Deal with bills the day they arrive. If your payments aren’t automated, commit to paying them the day they arrive. That way, they won’t get lost, tossed, or forgotten.

  3. Stash away your savings. If you’re saving for big purchases like a new car, a home renovation, or an anniversary trip, put that money in a separate account where you won’t be tempted to spend it on other things.

  4. Talk with family members. If you share financial accounts with a spouse, an aging parent, or teenage children, talk openly about budgets and spending. Make sure everyone is on the same page about upcoming expenses and long-term goals.

  5. Get professional help. Sometimes the best (and quickest) way to get a handle on your finances is to bring a professional on board. If you need a jumpstart, give us a call.

While organizing takes time in the beginning, having all of your financial information in order makes day-to-day management easier and stress-free. If you have questions about how you can best organize your finances, give me a call.


I am always available to help you make wise financial decisions!


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