In the many years that our team has been practicing financial planning, we’ve worked with a long list of couples to help them set shared financial goals, and create a money management system that allows them both to thrive. Our experience has shown us that, in general, there are three key tips to follow when managing money as a couple.
Looking back on 2021, it’s easy to get caught up in the details of what worked and what didn’t in your financial life and otherwise. More often than not, this type of review turns negative. We naturally focus on what we couldn’t control, or the goals we didn’t hit. However, if you look at the big picture of how you improved, and what prevented you from hitting your goals, you’re able to adjust to set more realistic resolutions for 2022.
At AVID Planning, our goal is to automate our financial systems so that they run without you having to give any brainpower to them. So often, we see investors making a lot of manual decisions with their money.
The AVID team needs your help! AVID Chat #60 is quickly approaching, and as we look ahead to 2022, we’d love to hear your feedback. Our goal is to always be improving the AVID experience for clients, colleagues, and friends. In this short survey, we’re asking you to anonymously let us know what type of topics you want to hear more about, what sort of content medium you prefer, and how often you’d like to hear from us.