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.
This is only available to Ellevate Members.
Start your free membership to continue reading and learning from people who want to help you succeed.
Get a fresh perspective! You’ll find safe spaces to talk honestly about what’s happening at work.
Meet The Right People
Help us introduce you to trusted peers in your program.
Thanks, your profile is all set!
Data we collect as you use the Ellevate website is processed and stored in the United States. You consent to the transfer of data from your location to the United States if you continue to use our website.