10 tips for clients on National Financial Awareness Day
Pay yourself first
We can finally start doing things outside of our homes and traveling again after so many months of lockdown. It’s human nature to splurge and make up for ‘lost time’ but such a mindset pushes savings goals to the back burner. So I encourage clients to pay themselves first! Establishing an automatic monthly deposit from your checking account to your investment account ensures your financial independence goals aren’t derailed by COVID catch-up temptations.
Nicole Gopoian Wirick
Founder
Prosperity Wealth Strategies