Organizing Your Financial Life

Getting organized is often the first, most important step toward financial peace of mind. A Commas advisor helps you gain a clear financial picture by organizing your accounts, clarifying your goals, and creating a tailored plan to achieve them.

“I think one of the most valuable things we do is is help people get organized, which sounds a little simple but in reality, people’s finances are messy and they come to us with all kinds of problems that they aren’t sure how to solve and all kinds of accounts that they aren’t sure how to use. It’s hard to put a a specific numerical value on that. We talk about investments and returns and dollar amounts and things like that, but just getting organized is a huge value for most people and I think that also then leads into: it’s easier to to understand what you’ve got going on with your personal finances and therefore easier to talk about it. Talk about it with your spouse, with your partner, with your kids, with your parents. It just makes your financial life a lot easier when you’re organized.”