Money Tip – Financial Metrics
on May 24, 2021
In this Money Tip, one of our financial advisors, Rachel Clawson answers these questions she gets a lot from clients, “How do I tell if I’m on track with my finances?” Are the things I’m implementing towards meeting my goal worth it? It’s easy to get caught up with portfolio performance but in reality, you need to be tracking things for you and your specific goal. Watch this video to learn about what positive metrics to track.