2 Reasons to Celebrate! - Best Client Savers and Best Financial Planner in Mt Pleasant, SC

The new year is here and we have some exciting news to share!  So here they are, 3 reasons to celebrate... 

First, you likely remember that last year we announced that we'd have a savings competition... the client (or clients if a couple) who saved the largest percentage of their gross income would win a gift card to Hall's Chophouse from us. Well, we ran the numbers and found our best saving couple in 2019. These folks managed to save 28.8%! Yes, that's nearly one third of their gross income! How impressive is that!? This humble couple would like to remain anonymous, but here's what I can share:

Me: What is the key to success in being able to save 28.8% of your gross income?

The Winners:

1. Sticking to a monthly budget.

2. Committing half of each bonus received to be used towards long-term financial goals.

Mr. & Mrs. Winner, great job and congratulations to you! We hope you enjoy a very special evening out celebrating your success.

Best Financial Planner | Mt Pleasant, SC

We would like to thank each and every one who cast their votes for us in the Best of Mount Pleasant competition. It is a great honor to be named the Best Financial Planner in Mt Pleasant, SC by the people who know us best. We are proud and grateful to be part of such a thriving community. Click here to check out the winners in all of the categories.

I wish you all a very happy and prosperous 2020... I hope you're looking forward to seeing what this year holds as much as I am.