5 Steps for Deep Cleaning Your Finances

Estate Planning | Videos | InspireHer: Plancorp Women’s Initiative | Net Worth Statement | Create A Budget | Assess Investments | Deep Cleaning Finances | Financial Goals

 Sara Gelsheimer By: Sara Gelsheimer

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:

  1. Create a net worth statement
  2. Check in on your financial goals
  3. Review your budget
  4. Review Important Financial Information
  5. Assess Your Investments

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Disclosure:

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.

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Sara came to Plancorp in 2013 with a strong financial background and an even stronger commitment to financial education—particularly for women. A Wealth Manager and Founder of InspireHer (Plancorp's Women's Initiative), Sara is also a new mom. More »