• Jeremy Ellisor

Spending: More Fun than Saving


I recently met with a husband and wife who are clients and are very disciplined at saving. I wanted to know if they had any advice that might be helpful to my other clients. So I asked, "How can I make doing the right thing financially more fun?" Without hesitation, the wife responded, "You can't. Saving isn't ever fun. Spending is what's fun." (As her husband cringed.) Touchè.


Well, I like to spend, too, but I want to be your champion when it comes to doing the right things with your money. To that end, I'm officially announcing a savings competition among Convergent clients in 2019. Here's the deal:


The client (clients if a couple) who saves the largest percentage of gross income will win $100 to go towards a dinner celebration at your choice of restaurant. (I'm thinking Hall's Chophouse in Charleston, but whatever floats your boat.)



We'll make the final calculation the first week of January 2020 and notify the winner that same week.


Happy saving!




CONVERGENT FINANCIAL GROUP

is a Registered Investment Advisor serving clients across the United States. We are proud to have been voted the best or among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.

INFO

3850 Bessemer Road

Mount Pleasant, SC 29466

(843) 972-4402

SUBSCRIBE TO OUR BLOG

(Your information stays safe with us.)

© Copyright Convergent Financial Group 2020