Working on your finances is like going to the gym for a workout. Think about your health as your personal finance. You go to the gym with several options of workouts, gym equipment, and classes you can attend. You can do your own research or follow another person’s routine but the results won’t be the same. This is why people get personal trainers to help guide them toward their fitness goals. This is the same reason why people hire financial advisors.
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Financial advisors help you achieve your goals by tracking your progress, making informed suggestions, and motivating you further. Think of them as personal trainers for your finances.
How often do you keep track of your finances? Not everyone makes quarterly reports on their finances and can project net savings by the end of the year. One of the reasons why people need financial advisors is to have someone keep track of their finances and inform them if they are veering off-course in terms of cash flow, savings, and other expenses.
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Financial advisors let you know of any upcoming expenditures or financial events that need your attention like tax season. Having someone monitor your cash flow can put your mind at ease and give you and your family financial stability.
Hi! My name is Douglas A. Grady. . I’m a Pasadena, CA-based financial advisor specializing in personal finance. I offer clients advice for their college savings, investments, mortgages, insurance, estate planning, taxes, and retirement, to assist in managing their wealth. For more information on financial advisors, visit this website.
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