Now that spring is here, it’s tempting to daydream about sunshine and getaways—but don’t let financial planning fall by the wayside. Now’s the perfect time to refresh your money mindset with five smart tasks for your spring financial checklist.

Last year, we launched the WealthConfidence Scorecard to help people understand and strengthen the eight key mindsets that influence financial well-being. Today, we’re focusing on “connectedness”—a mindset that plays a vital role in your financial confidence and overall fulfillment.

Your advisory relationship is one of the most valuable partnerships you can have. By staying engaged, communicating openly, and leveraging Savant’s full range of services, you’re potentially setting yourself up for long-term financial wellness.

Choosing the right advisor for you and your family requires careful consideration. Good chemistry is important, but asking thoughtful questions and conducting due diligence can help you differentiate between a “good” advisor and a great one.

A financial plan is designed to help reduce future uncertainty. It provides a logical framework to navigate life’s inevitable financial challenges, such as recessions, inflation, unemployment, health issues, and cash flow needs.

Last year, we introduced the WealthConfidence Scorecard, highlighting eight mindsets for improved financial well-being. With current events impacting wealth confidence, nurturing these mindsets is crucial. Today, we focus on abundance: recognizing the plentiful resources in your life, beyond just finances, to make sound money decisions.

Financial advisors can be hired for various “jobs,” depending on your specific financial goals. Understanding your needs and the services different advisors offer is crucial to finding the right fit for you.

You might have a professional relationship with a financial advisor – one who is supposedly looking out for your best interests and helping you work toward your personal and financial goals. How is that relationship going for you?

We believe the quality of advice you receive can help make a big difference in your financial success. Whether you’re looking to invest, save for retirement, or simply create a budget, getting the right advice can help you make informed decisions.

Whether you are investing, safeguarding your assets, or planning for retirement, there are important questions you should ask a financial advisor this upcoming year.

When it comes to managing your finances, it’s easy to focus just on investments. While investment performance is undoubtedly crucial, a holistic approach to financial advice goes beyond the numbers.

Building trust with your financial advisor involves committing to honesty, transparency, consistent and open communication, and collaboration. We believe that these five tips will help you find an advisor who is a good fit.