Description

Having clarity into your finances helps you on your path to financial freedom and achieving your goals.  In this episode of The Agent of Wealth Podcast, host Marc Bautis discusses how Bautis Financial's app provides a window into your financial world where you can see information about your financial accounts, net worth, investments, goals, spending and more.

In this episode, you will learn:

• How Wealth Center can provide you with a picture on all of your finances and alleviate you from having to log on to a multitude of financial websites.
• How organizing and providing structure around your finances can ease stress and anxiety.
• How Wealth Center's dashboard can show if you are progressing towards achieving your goals.
• Why tracking your spending is about making sure your money is going towards your priorities, not about cutting out your daily coffee.

Resources:
Episode Transcript & Blog | Get Started | Bautis Financial: (862) 205-5000