At Axial Family Advisors we guide our community of families through the complexities of sustaining, nurturing, and growing their wealth. Our team of diverse specialists and thought partners holds over 100 years of combined experience in business, finance, and accounting. Together, our highly-focused team manages every component of your financial ecosystem, so you can take control of how you allocate your time to make the most of life.
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Building a Healthy Financial FoundationOctober 18, 2021 - 5:24 pmWhen you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?
When your financial “house is in order,” it means it is built on a solid foundation. It means that you have six fundamental “pillars” in place that are either crucial for sustaining your financial well-being or creating wealth.
#1: A savings account. This is your Fort Knox: the place where you store and build the cash you may someday use for your biggest purchases. Savings accounts pay a modest interest rate. You should still consider having a savings account, even in today’s low-interest rate environment. Banks and credit unions often limit the number and amount of withdrawals you can make from savings accounts per month.
TEAM MEMBER HIGHLIGHT
Zabrina Hobor
Marketing & Operations Director
Zabrina’s areas of focus at Axial Family Advisors centers on development and integration of the firm’s client service model; liaising between the families served by the firm, marketing and the technical aspect of the business.
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