Name: Monthly Financial Fitness Challenge
Uploaded: 2024-07-14
Description: Monthly Financial Fitness Challenge

Monthly Financial Fitness Challenge

I’m Raman Singh, CFP®, your Flat Fee-Only Fiduciary, Your Personalized CFO who is dedicated to providing you sound and impartial financial advice. 

My mission is to help you keep your life simple by educating and informing you about the financial planning industry.  There’s already enough confusion out there so allow me help you simplify things.  Let’s have a quick chat so we can learn more about each other.  One thing I can promise you is that during our initial call, you will learn more about the financial planning industry than ever before. Our initial session is simply designed to see whether we are good fit for each other, but most importantly, I will educate you on how the industry works so you can either decide to work with me OR differentiate how you find an ideal financial planner for yourself.  And the first session is FREE without any obligations!

Are you asking the right questions to a financial advisor? If not, let me help you ask the right questions.

Raman Singh, CFP®                                 
Your Personalized CFO                     
www.singhpwm.com


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 Singh Private Wealth Management LLC  is a registered investment advisor offering advisory services in the State(s) of Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Singh Private Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Singh Private Wealth Management LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Financial Fitness Challenges for the Month

Introduction

Challenge 1: Remove Credit Card Info

Challenge 2: Set Up Automatic Savings

Challenge 3: Reduce Eating Out

Follow for More Tips

The video provides financial fitness challenges for the month, including removing credit card information from online accounts, setting up automatic savings contributions, and reducing eating out by 50%. The speaker, a Certified Financial Planner, encourages viewers to follow for more tips and challenges.