Dear First Mates,
Hello there! I hope this email finds you safe, in good spirits, and healthy. For this months’ newsletter, I’d like to discuss the importance of having your own Personal Financial Dashboard. This dashboard will enable you to do some (or even all) of the following five things:
1) Link accounts to get an accurate net worth balance
2) Connect banks and credit cards to help you budget
3) Access valuable reports such as balance sheet and cash flow
4) Store important documents in an online vault (wills, passports, etc.)
5) Create/update your financial plan
I provide a piece of financial technology called Right Capital that enables my clients to do all the above. Other companies with these features include Mint, Personal Capital, and Simplify by Quicken. Irrespective of the product chosen, organizing your finances digitally may be one of the best investments (of time) you can make!
I recently gave an educational webinar entitled COVID-19 Planning Opportunities that covers actionable ideas during this pandemic. Finally, I launched a new series called “What’s Up At The WealthPlan,” where I discuss everything on my brain and what I’m working on to better serve you in my practice. You can watch the first episode here.
Dave’s Picks
SEPTEMBER TO NEVER | @PhillipChbeeb & Renee Kester | @Olivertank
Zedd – Clarity ft. Foxes
Rich Dad Poor Dad by Robert T. Kiyosaki