When you think about spring cleaning you probably consider sorting through that messy shelf at the back of your closet, donating items to charity, or packing away winter gear until next season. But it’s also the perfect time of year to reevaluate your finances, get rid of services you no longer need, and research what you do need.
Adam Gordon, a Certified Financial Planner (CFP) in Toronto, has spent the last 12 years coaching and training advisors and clients on how to formulate and implement sound financial planning principles so they can achieve their financial goals and dreams. Here are his six tips to help you spring clean your finances.
1. Make sure your financial advisor or consultant is a good match
This season is the perfect time to ensure you and your financial advisor work well together. “[A] good rule of thumb is ‘DoRead More »from Six tips to help you spring clean your finances