After five weeks of a stay-at-home order you have:
• Deep cleaned your house
• Organized all closets
• Organized the garage
• Figured out how to video conference
• Discovered how to make bread
• Entertained a small child
• Organized Financial House
Did you check the last box? Just like deep cleaning your house and organizing the closets, organizing your financial house is a lot of work. Sometimes it is messy, you may find something funny or surprising along the way, but it always feels satisfying when it’s finished. You take a deep breath and smile.
We have a tool that will help you check that last box! Everplans.com is a secure personal financial organizer that encompasses your entire financial house from the roof to the sidewalk. And since, just like cleaning, the work is never “done,” Everplans.com makes updating your information easy.
Take a break and spend 15 minutes with Financial Planner Sarah Boston as she gives you a virtual tour of this powerful tool. Then take a deep breath and tackle one item in one section, you can come back and do more later. We call it the “Bookmark Break,” a few moments to tackle the things you have been meaning to do, the things you know are important.
If you have questions, please email or call, we are hear to help. And for now, we will spare you the long lecture on why this is so critically important, because we know you already know. 😉
P.S., we miss seeing you all very much! Please stay connected with us on Facebook and Instagram, we love hearing from you.
The Bookends Team
Investment advisory services offered through Bookends Financial Planning. Securities offered exclusively through Raymond James & Associates, Inc. Member FINRA/SIPC. Bookends Financial Planning is not a registered broker/dealer and is not affiliated with Raymond James & Associates, Inc. Bookends Financial Planning is not affiliated or endorsed by Everplans.com
Whenever you invest, you are at risk of loss of principal as the market does fluctuate. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Any information provided has been prepared from sources believed to be reliable but is not guaranteed by Bookends Financial Planning and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation.
Bookends Financial Planning does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements.