Personal Financial Planning Tips Sacramento CA

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Michael Chamberlain
Chamberlain Financial Planning LLC
(800) 347-1340
777 Campus Commons Road Suite 200
Sacramento, CA
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Middle Income Client Needs, Insurance Related Issues, including Annuities, Newlyweds & Novice Investors, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Kevin Young
Young Wealth Management
(916) 418-0375
3814 Auburn Blvd., Suite #70
Sacramento, CA
Expertises
Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Tax Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MBA

Daniel Leahy
Pennington Financial Group
(916) 635-5858
11246 Gold Express Drive, Suite 102
Gold River, CA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CRTP

Walter Romatowski
Castellan Financial Advisors
(916) 663-6338
919 Reserve Dr., Suite 105
Roseville, CA
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CMA, MBA

James Johnson
Lighthouse Financial Planning, LLC
(916) 932-7200
101 Parkshore Drive, Suite 100
Folsom, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Cindy Adams
Adams Financial Consulting
(916) 925-3500
650 University Ave, Ste 115
Sacramento, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Scott Draper
Pennington Financial Group
(916) 635-5858
11246 Gold Express Drive, Suite 102
Gold River, CA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Tax Planning, Advising Medical Professionals, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Kevin Young
Young Wealth Management
(530) 231-5152
502 Mace Blvd. Suite #5
Davis, CA
Expertises
Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Tax Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MBA

Michael Lynch
Lynch Financial Advisors
(916) 772-3103
1700 Eureka Rd, Suite 155
Roseville, CA
Expertises
Tax Planning, College/Education Planning, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Advising Entrepreneurs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, MBA, Other

Gerald Gasber
Gasber Financial Advisors, Inc.
(916) 985-2594
81 Blue Ravine Road, Suite 250
Folsom, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, CIMA, CIMC

Personal Financial Planning Tips

As you pursue your business objectives, it’s important to set and maintain personal financial goals—to make your money work for you as hard as you work for it! The reason most people don’t save enough or invest enough is that they have no idea what’s coming in—and how it’s fl owing out. Cash slips through their fingers. Multiple credit card statements make it tough to track spending. And somehow the money is gone!

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Here are some of my favorite technology tools that offer help with tasks ranging from daily money management to financial planning and investing.

Daily Basics

Pay bills online. Go to your bank’s Web site to sign up, if you aren't paying bills online already. It's easy, usually free and much safer than paper checks. You can make all sorts of payments—whether a credit card bill or your mortgage or the money you owe a friend. Most payments are made by electronic transfer, but the bank’s computer will print and mail a paper check if the recipient is not a business.

Click here to read the rest of the article at SuccessMagazine.com

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