Tag Archives: planning

5 Questions For Your Advisor! #4 and #5 Might Surprise You!

Please connect with Daus Consulting on Facebook, Instagram, and TikTok and book an appointment today! Choosing a financial advisor is an important decision, and Daus Consulting wants you to avoid making a mistake! Here is a list of critical, yet often overlooked, questions that you need to ask before making your decision. Q1: What is …

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Personal Finance Basics

When meeting to discuss a financial plan, it is important to have dreams and goals outlined. However, dreams can take much longer to achieve without completing some basic steps first. 1) It is important to pay down debt! Start with high interest loans or credit card bills and then work your way backward to the …

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