When it comes to organizing our finances, we typically have good intentions. But then, as it often does, “life” somehow manages to get in the way.
Remember: Focusing on our finances in a regular, thoughtful manner can help us to more readily define and achieve our goals. With more than 20 years of experience in wealth management and private banking, Deirdre Prescott, founder and President of Sandy Cove Advisors, shared her 12-step plan for financial organization during a Jam Session. Whether you need to overhaul your budget, assess your credit standing or get a better handle on your investments, tackle these steps once a month for the next year to help you better reach your goals.
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