Hey, Dustin Tibbets here, a financial adviser with Jazz Wealth Managers. How are you doing today? I hope everything is good with you. I want to talk about making a financial plan, and I don't want to make this boring. A lot of people talk about making financial plans, and it becomes this long, drawn-out process. We have to write everything down on pieces of paper, check our expenses, and see where all our money is going. But it doesn't have to be that complicated. I want to go over four different things that we can do to start and build this financial plan, and I want to do them in order because I think this is important. The first part of any good financial plan is knowing where your money goes. While most people would say you need to create a budget, I totally think that's wrong. If you're not excited about making a financial plan or you have no idea where to get started, how are you supposed to sit down and figure out where all your money is going? At Jazz Wealth, we tell all of our clients to watch their money for a while. Give it 30 days, maybe even a little bit longer. While you're doing that, we offer a product called Nest Egg, completely for free. When you link your bank accounts, it will track your spending for you. You can customize it and add little notes if you like, but basically, it does the work for you. It's kind of like Mint, but we don't sell your personal information, and you won't receive any advertisements from us. But that's just the starting point. The Nest Egg that we have is actually a full financial planning software. We can help you with everything from your child's...
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