Financial Health Steps – #28: Assemble a financial team — NMBankruptcyBlog.com

This is the 28th in the series started here following a 30-step program in financial literacy over at the FinancialLiteracyMonth.com website.

Here’s from their Step #28:

Managing your finances can be like putting together a puzzle; all the pieces need to fit in order to be rewarded with the “big picture.”   Working with one or more of these financial professionals can help put the pieces in place.

The post describes what tax advisors, credit counselors, financial planners, and lawyers can do to help you.  Of course, be careful that they are credible, and that you know what services they will give you and what those services will cost.

Earlier posts in the series: #1: Commitment to change, #2: Assess your financial situation, #3: Clearing out financial clutter, #4: Set yourself up for success, #5: Get copies of your credit reports, #6: Clean up your credit report, #7: Make your money count, #8: Identify your starting point, #9: Do You Pass the Debt Test?, #10: Set your priorities, #11: Set SMART financial goals, #12: Set short-, mid-, and long-term goals, #13: Paying down debt is a smart financial move, #14: Expect the unexpected, #15: Securing your financial future, #16: Make a commitment, #17: Save for your goals, #18: Where does all the money go?, #19: Identify and document all your fixed monthly expenses, #20: Identify and plan for periodics, #21: Document your spending, #22: Identify ways to reduce spending, #23: Save money on groceries, #24: Share a tip for change, #25: Document your desired spending, #26: Protect yourself by performing financial check-ups, #27: Understanding the cost of credit

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