Financial Symmetry News & Views

Posts Tagged ‘emergency fund’

When we start working with a new client, one of the first steps is typically consolidating the number of accounts they have outstanding.  In our experience this makes your finances easier to manage by reducing the mental accounting that needs to take place every time a financial decision is made.  While this has always made [...]

Allison Berger, CFP®, was recently quoted in Investment News. “It’s been one of my goals to work with young professionals and help them get started on the right foot,” she said.