Organizing Your Finances

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5 habits to make it easier to manage your financial life.

Published: July 25, 2023

As a CERTIFIED FINANCIAL PLANNER™, Kevin Knab, often counsels families and individuals on how an organized and consistent approach to managing finances can make staying on top of their financial situation during the year as easy as riding a bike.

If you struggle with disorganized finances this video is for you. Discover how these little steps can make a big difference.

  • Set goals and monitor them
  • Consolidate accounts
  • Set up automatic bill pay
  • Team up with a financial advisor
  • Manage emotions

If you need help with any of these organizing tips, please feel free to reach out to us to see how we can help.

 

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Forbes 2023

1 The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.