Net Worth is something very simple but it tells you a lot about your situation. By spending the time to aggregate your various financial accounts, home, car, business, or other valuable 'stuff', you can start to get organized. And it also helps surface ways of saving of making more money in the future! Maybe you have a fund with a high cost or can combine multiple accounts to simplify your life. 

The other thing that I like to do at the start of the new year is to come up with a Savings Plan. This is where you decide how much money you will save in 2022 and where to put it. This is important so you start the year with a proactive plan!

Tune in to hear the details!

Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/