As a fee-only advisor I often speak with clients in regards to their cash flow. We sometimes drill down to fine detail. When this occurs I always seem to find ways to cut corners without negatively impacting the client’s lifestyle. Here are a few of the examples I have learned over the last several years.
- Eliminate Bank Fees- Banks are battling for assets and usually are willing to work to retain quality clients. Recently, I found out that a client was paying $100/ month for a few specialty services. After a quick phone call to the bank and a