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Here’s How Your Spending Habits And Views About Money Look To A Financial Advisor

Here’s How Your Spending Habits And Views About Money Look To A Financial Advisor

July 31, 2023

Having your financial advisor analyze your spending habits can seem a touch nosy, but it can help you align your cash flow with your stated financial goals.

Here is a link to an article from MarketWatch discussing client spending from the point of view of an advisor - here's what I had to say:

“I’ll look at whether they’re pulling money out in an unscheduled, haphazard manner,” said Aaron Schindler, a New York City- based certified financial planner.

Please reach out to me if you have any questions or wish to have a review of your spending and your goals, I'm always here to help.