What we mean by stewardship is to take care of peoples’ investments as though we are managing our own money and we do invest in the same portfolios of funds that we recommend for our clients. We practice the same financial planning strategies that we recommend as well because we want life to be more simple and less stressful for ourselves and for you.
One of our financial goals is to simplify, simplify, simplify.
Here is a list of 18 Ways to Simplify Your Finances taken from an article (link below):
- Don’t spend money you don’t have
- Stop using (or reduce) credit cards
- Get out of debt
- Pay down your mortgage
- Automate saving and investing
- Set up a Freedom Account
- Set up a Small, Unplanned Expense Account
- Set us a Large, Unplanned Expense Account
- Forget about impressing others
- Put some money in guaranteed savings
- Watch spending on home improvements
- Make a budget
- Reduce expenses
- Earn more
- Save, save, save
- Keep some cash around
- Give it away
- Seek to be content
We would be happy to discuss these strategies with you. Call us to set up an appointment.
For more detailed information, here is the related article: https://www.happysimpleliving.com/happy-simple-money-18-ways-to-simplify-your-finances/
