Money Tip – Financial Metrics

Money Tip – Financial Metrics

In this Money Tip, one of our financial advisors, Rachel Clawson answers these questions she gets a lot from clients, “How do I tell if I’m on track with my finances?” Are the things I’m implementing towards meeting my goal worth it? It’s easy to get caught up with portfolio performance but in reality, you need to be tracking things for you and your specific goal. Watch this video to learn about what positive metrics to track.

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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