The Project Checklist
I’ll often tell clients that a huge part of my job is to improve financial hygiene. So, I use this checklist to keep me on track.
I’ll often tell clients that a huge part of my job is to improve financial hygiene. So, I use this checklist to keep me on track.
This week's blogpost - https://bahnsen.co/467qQf8
I am guessing that most of us reading this article have moved at least once or twice in our lifetime. For me, I’ve moved four times over the last ten years. I’ve become familiar with this feeling I get, that tinge of anxiety as I’m preparing for or staring down the barrel of a move. The organizing, the packing, the lifting, the loading, the unloading, the unpacking, etc. It’s a big undertaking. I will say this, though, I’ve definitely matured as a mover. Good labeling and a solid process go a long way. This whole operation reminds me a lot of financial planning.
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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