How to Organize Your Financial Life in 3 Steps | Simplify Your Finances and Build a Real Plan

Описание: If your finances feel scattered — even though you’re earning more than ever — you’re not alone.

In this video, Steve Balch, CFP®, Financial Advisor in Bergen County and North Jersey, shares a simple three-step framework to help you get organized and take control of your financial life:

✅ Discovery: Gather every piece of your financial picture — accounts, income, goals, and taxes — so you know exactly where you stand.
✅ Plan Design: Build a coordinated strategy for how each account supports your goals, how to draw income, and how to minimize taxes.
✅ Implementation: Automate and manage your plan so your finances work efficiently in the background.

Most successful people don’t have a money problem — they have a coordination problem.

This framework helps fix that.

Work with me:

If you’re a high-income earner or retiree who wants to simplify your finances and build a plan around your goals, visit stevebalch.com.

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