Personal Financial Planning Tips Stockton 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.

Christopher Weed
Christopher H. Weed, CPA, Inc.
(209) 957-5025
1313 W. Robinhood Drive, Suite A2
Stockton, CA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Middle Income Client Needs, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Lindsey T. Randolph, CFP®
(209) 474-3465
1776 W March Ln Ste 310
Stockton, CA
Firm
Valley Financial Services
Areas of Specialization
Asset Allocation, Insurance Planning, Investment Management, Investment Planning, Life Transitions, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Donald H. Boardman, CFP®
(209) 476-8383
1776 W March Ln Ste 310
Stockton, CA
Firm
Financial Network Investment C

Data Provided by:
Mr. Lee R. Robinson, CFP®
(209) 472-3727
5250 Claremont Ave
Stockton, CA
Firm
Lee R. Robinson & Associates

Data Provided by:
Mr. Stephen C. Levy, CFP®
(209) 483-5959
PO Box 690903
Stockton, CA
Firm
Royal Alliance Associates

Data Provided by:
Mr. Gary L. Twing, CFP®
(209) 476-8383
1776 W March Ln Ste 310
Stockton, CA
Firm
Cetera Advisors Network
Areas of Specialization
Charitable Giving, Estate Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Douglas J. Hanes, CFP®
(209) 951-4301
4617 quail lakes
Stockton, CA
Firm
Hanes financial services

Data Provided by:
Mr. Christopher Henry Weed, CFP®
(209) 957-5025
1313 W Robinhood Drive
Stockton, CA
Firm
Christopher H Weed CPA Inc
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Small Business Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. James L. Wise, CFP®
(209) 951-4112
941 Willora Rd Ste C
Stockton, CA
Areas of Specialization
Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Not Applicable

Data Provided by:
Mr. Taylor Michael Welz, CFP®
(209) 472-9359
7474 Shoreline Drive
Stockton, CA
Firm
Welz Financial Services Inc.
Areas of Specialization
Investment Management, Retirement Income Management, Women's Finances
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Data Provided by:

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.

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