In this video, Senior Wealth Manager, Sara Gelsheimer, walks through 5 actionable steps for deep cleaning your finances.
Just like you deep clean your house, you should also deep clean your finances. Doing this will ensure your finances are neat, tidy and up to date. Watch to discover what actions you should take in each step of the process:
- Create a net worth statement
- Check in on your financial goals
- Review your budget
- Review Important Financial Information
- Assess Your Investments
Not a Plancorp client? No problem.
There are many complex decisions to make when it comes to finances. If you haven't already done so, we invite you to complete our brief 9-question financial assessment to discover your biggest areas of opportunity to improve your finances. After submitting your assessment, we'll share tailored insights with you based on your results.
Do you already have an advisor?
Whether you already have an advisor or may be evaluating options, this complimentary eBook will help you evaluate your current situation, consider what might be missing and share insight on what you should expect from your financial team. We also invite you to check out our blog posts on Questions to Ask Your Financial Advisor and How to Find a Financial Advisor That Works for You.
Are you a Plancorp client?
If you're not sure where to start, reach out to your Wealth Management team to create or review your estate plan, help set up new financial goals or to check in on your existing goals.
This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own tax, legal and accounting advisors.