It’s almost spring and thoughts of spring cleaning may be on your mind. Along with sprucing up your home for the upcoming warm weather, it might be even more important to take some time to spruce up your finances. Here are some ideas to get you started:
- Review your credit report – you’re entitled to one free copy every 12 months
- Get new quotes on your home and auto insurance
- Shred old financial documents. Look around for local banks and credit unions that may be hosting free shredding events
- Record financial passwords and store them in a safe place
- Review your budget and set up automatic bill pay for fixed expenses
- Review your investments and make adjustments if necessary
While you’re attacking those cobwebs in the corner of the spare bedroom, take a swipe at the dust collecting in some of the rooms in your financial house!
A little more about us:
Compass Financial is an independent, fee-based financial advisory firm in West Des Moines, Iowa. The Compass Team helps individuals and families develop an inspiring vision of their financial future and a realistic strategy.
By listening closely to our clients’ true needs, wants, hopes, desires and dreams we are able to combine Wealth Management and broad Financial Planning customized to each individual situation. It’s our goal to assist you in developing a personalized financial road map. The results from the process should include confidence that comes from planning. As we all know, life happens, sometimes ambushing the best laid plans. Accepting a new reality and adapting the financial plan is work we have done many times for our clients.
We also offer Financial Check Up or Second Opinion Services to those who want to enhance the service they are already receiving. This should lead to a better understanding of your current plans and give added confidence to your existing advisor relationship.
Sometimes life’s biggest challenges come in the form of transitions, retirement, marriage, health issues, divorce, unexpected loss, or even college savings. Our team at Compass has experienced many of these life transitions, it’s our hope to come alongside you and your family. These defining moments of life provide opportunities to implement financial strategies that can have long lasting impact. The first step is always the most difficult, but can also be the most rewarding. Please Contact Us today to receive your free, no obligation, one hour initial consultation!