A financial planner gives the same first piece of advice to new clients, and it usually leads to 3 important discoveries

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A financial planner gives the same first piece of advice to new clients, and it usually leads to 3 important discoveries
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If you don't create a plan for the money you work hard to earn, you may or may not reach your financial goals

When a new client comes to see financial planner Taylor Schulte, his first advice to help them build wealth isn't about investing: He simply tells them to start tracking their spending, Once they start tracking their spending, he finds, his client is usually able to discover three things: They're spending more than they thought on non-essentials, they can instantly identify places to save money, and they can get a more accurate projection of their retirement needs.

When a new client comes to see financial planner Taylor Schulte, his first advice to help them build wealth isn't about investing: He simply tells them to start tracking their spending, Once they start tracking their spending, he finds, his client is usually able to discover three things: They're spending more than they thought on non-essentials, they can instantly identify places to save money, and they can get a more accurate projection of their retirement needs.

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