Personal Financial Planning Tips Charlotte NC

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Giles Almond
Matrix Wealth Advisors, Inc.
(800) 493-3323
831 East Morehead Street, Suite 760
Charlotte, NC
Expertises
Advising Medical Professionals, Ongoing Investment Management, Planning Issues for Business Owners, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CIMA, CPA/PFS

Marilyn Spencer
Rinehart Wealth Management
(704) 374-0646
521 E. Morehead Street, Suite 580
Charlotte, NC
Expertises
Tax Planning, College/Education Planning, Women's Financial Planning Issues, Middle Income Client Needs, Socially Responsible Investments, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Brian Terry
Cornerstone Financial Planners, LLC
(704) 906-2919
3533 Keithcastle Court
Charlotte, NC
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Karen Keatley
Keatley Wealth Management, LLC
(704) 540-5535
3514 Kingsmeade Court
Charlotte, NC
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Daniel Grover
Ronald Blue & Co., LLC
(704) 759-9060
10706 Sikes Place, Suite 175
Charlotte, NC
Expertises
Planning Issues for Business Owners, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Cheryl Sherrard
Rinehart Wealth Management
(704) 374-0646
521 E. Morehead Street, Suite 580
Charlotte, NC
Expertises
Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Women's Financial Planning Issues, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AAMS, ATP, CFP®

Jonie Parks
Matrix Wealth Advisors, Inc.
(800) 493-3323
831 East Morehead Street, Suite 760
Charlotte, NC
Expertises
Advising Medical Professionals, Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®

Brian Fenn
Carolina Capital Consulting, Inc.
(704) 541-3199
3111 Springbank Lane, Suite B
Charlotte, NC
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

William Ertel
Tassel Capital Management, Inc.
(704) 814-6780
1258 Mann Drive, Suite 200
Matthews, NC
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CMFC, CPA/PFS

John Gugle
Alpha Financial Advisors, LLC
(704) 716-1100
13925 Ballantyne Corporate Place, Suite 280
Charlotte, NC
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Medical Professionals, College/Education Planning, High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC

Personal Financial Planning Tips

As you pursue your business objectives, it’s important to set and maintain personal financial goals—to make your money work for you as hard as you work for it! The reason most people don’t save enough or invest enough is that they have no idea what’s coming in—and how it’s fl owing out. Cash slips through their fingers. Multiple credit card statements make it tough to track spending. And somehow the money is gone!

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Here are some of my favorite technology tools that offer help with tasks ranging from daily money management to financial planning and investing.

Daily Basics

Pay bills online. Go to your bank’s Web site to sign up, if you aren't paying bills online already. It's easy, usually free and much safer than paper checks. You can make all sorts of payments—whether a credit card bill or your mortgage or the money you owe a friend. Most payments are made by electronic transfer, but the bank’s computer will print and mail a paper check if the recipient is not a business.

Click here to read the rest of the article at SuccessMagazine.com

Related Video

When Is it Right Time to Invest? (GoodFinancialCents.com)




nSphere provides links to videos hosted on other sites as a convenience to our users and does not control the content of the videos or any other graphic content outside of the nSphere network. nSphere is not responsible, in any way, for any information, advice, content or graphics found in any video linked to this site. All video usage is subject to the terms and conditions of the site upon which such content resides. Users are encouraged to review those conditions upon transferring from this site to any host site.