“Automate your priorities and they will happen…automatically!” It sounds like a joke, but it’s such a powerful financial planning tool.

l’ve also heard it said this way…”direction, not intention, determines your destination.”

Here are some common financial priorities that can be easily automated:

  • Contribute to or max out your retirement plan through work
  • Save for travel or home renovations via a separate savings account
  • Gifts to charities that you want to support
  • Pay down debt

When you know that your most critical priorities are happening in the background, you are better able to enjoy your life…and the rest of your money!

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