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Their other posts in the index, biggest breakout first.
Most people feel overwhelmed by money not because they don't understand it, but because they don't organize it. And as a CFP, this is the first thing I look at with every single new client. Because the reality is, and I'm probably talking about you, you log into like four different financial institutions just to see a part of your financial picture. But you're also the person that knows if you were more organized with your money, you would feel way more confident. You're just not sure how to get there yet. So let me let you in on the secret because this changed everything for me. Monarch Money is what I use and what I recommend, especially for the people that feel unorganized with their finances, because you can finally just see the whole picture in one place. This year I set a goal to be more intentional with my money and having that visibility makes it way easier. I pull up the dashboard a couple times a week and I can see exactly where everything stands with my finances in two seconds. And the fact that the dashboard is completely customizable so it looks exactly the way you want it to is just a massive bonus. As a CFP, I can tell you firsthand that having organized finances is one of the keys to reaching your financial goals. So if your finances feel unorganized or simply just scattered, give Monarch a try. I personally use it, I recommend it, and it's cheaper than like two cups of coffee per month, so it's honestly just a really easy decision.