Money Tip – 3 Buckets of Money

Money Tip – 3 Buckets of Money

We get this question asked by our clients all the time: “How do I create a framework for my money? I don’t where to start!” Our financial advisor, Rachel Clawson discusses a simple concept of the 3 Buckets of money. First, it’s important to determine your short-term, midterm, and long-term goals. Watch the video to learn another money tip!

Rachel Clawson
Rachel Clawson
rachel@mainstreetplanning.com

Rachel has gained extensive experience in the finance industry both as an advisor and in firm operations. After officially obtaining her CFPⓇ marks in 2020 her passion shifted from wealth management to wealth creation and financial planning. She enjoys tying fitness and finance helping clients discover their why behind their goals. You are the hero of your story and Rachel is simply your coach guiding you through living out your unique financial life plan.

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