The Second Half of 2020: Auditing Your Personal Financial Systems
2020 has been flying by, and as we enter the second half of the year, this is a great time to review the systems that have and have not been working in your life. As a Family CFO, my guiding principle is to monitor your finances like a business would, and that is exactly what a personal financial audit entails.
In this podcast, my summer intern Sabrina explains the key components of a financial system and how you can audit your own systems to optimize the rest of the year.
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For help with setting up your financial systems, book a consultation at tkdale.com