Get Your Bucks in a Row
Audio Version: Let Me Hear It!
There may be no better time than tax season to remind us that our financial lives have become more complicated. It is the natural progression of life as we accumulate more “stuff” like houses, retirement accounts, insurance, and debts. If you are struggling to keep track of it all and to understand what it means, we have an offer that will help. For $20 a month, use our online personal finance dashboard to aggregate your entire financial life – including important documents – all in one place. Plus, get two thirty-minute sessions a year with a Certified Financial Planner(TM).
- For a tour of our online dashboard, check out our video below.
- To get started, simply click on our invite link, here.