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Steps to Take to Make the Most of Your Finances. Thumbnail

Steps to Take to Make the Most of Your Finances.

April is National Financial Literacy Month! Melanie R. Ross, CFP®, AAMS®, CLTC*, Senior Financial Advisor talks about some steps you can take today to make the most of your finances.

Contact Melanie to see if you're making the most of your finances!
 mross@ncafinancial.com

1. Step 1: Assess your finances
2. Step 2: Follow the money
3. Step 3: Set short, mid, long-term goals
4. Step 4: Expect the unexpected



Aired: 4/5/2021 WTAM AM 1100

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