Don’t outsource your financial decisions to a partner. Initiate conversations and ask questions so that you’re not in the dark. https://pnc.co/3UHJ1Fp
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As we approach a new year, it may be a good time to get your financial records in order. These steps can help you efficiently organize, retain and dispose of important financial documents.
6 steps to organize your financial records
ameriprise.com
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Piece of advice for new financial planners: Get really good at providing really clear answers to really basic questions.
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Founder, The Neal Group, LLC. | We've helped 1000+ service based businesses ethically INCREASE PROFITS 32%+ annually using our exclusive Neal Deal strategy. → nealgroup.net
The plusses and minuses in your company ledger tell a story about the state of your business. What are yours telling YOU? In our experience, it’s often a company’s financial system (or lack of one) that makes the answer easy to discover... or downright difficult. Have you looked at your business’s financial system lately?
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Gain Insights from Your Financial History With Account Fixers' Historical Accuracy and Analysis service, your past financial records become a valuable resource. Our experts help you identify trends and patterns, making historical comparisons to guide your strategic decisions. Contact us today to learn more! #accountingtips #smallbusinessbookkeeping #smallbusinessaccountant
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Find out how a financial plan can help provide you with a clearer financial picture and a better understanding of what it will take to pursue your goals. https://hubs.li/Q02w5jHV0
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Connect with your Ameriprise financial advisor today to get your financial records in order for 2024!
As we approach a new year, it may be a good time to get your financial records in order. These steps can help you efficiently organize, retain and dispose of important financial documents.
6 steps to organize your financial records
ameriprise.com
To view or add a comment, sign in
-
Find out how a financial plan can help provide you with a clearer financial picture and a better understanding of what it will take to pursue your goals. https://hubs.li/Q02gD7K30
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Financial Clarity: Organized financial records for a clear overview, guiding you towards your goals. Stay in control with our transparent system. #WalletFriendly #FiscalFitness #BudgetSuccess #FinancialEmpowerment
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Navigating markets and empowering clients to make the right financial decisions is critical. Visit our website and start your journey to becoming a financial advisor today! https://lnkd.in/dNVsNKBX
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Advice-only financial planner and educator passionate about changing the public perception of financial planning - learn with us at Measure Twice Planners!
There are studies out there showing how long financial advisors 'say' it takes them to create a comprehensive financial plan, but hardly anyone actually times it. So I did! 10 hours/38 minutes of planning work + 4 hours/30 minutes with the client = ~15 hours (plan update)
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