Declutter Your Financial Life at the Start of the Year

A new year is a natural time to simplify and reset, including your finances. In this Meridian Market Minute, Nathan Gilbert of Meridian Financial Partners shares why decluttering your financial life works best when you start small. Rather than trying to organize everything at once, focus on one or two priority items and build momentum from there.

Inspired by insights from Sarah Yakel, this video explains how financial planning is an ongoing process that evolves as your life and goals change. Learn how identifying low-hanging fruit can make financial organization more manageable and less overwhelming.

Watch now and ask yourself an important question this weekend: have you started to declutter your financial life?