Time to Go on a Financial Diet? Get Your Finances in Great Shape

If you’re ready to get in the best financial condition of your life, here are some easy, sustainable tips to whip you into shape this year.

A plate with numbers on it like a clock and healthy foods.
(Image credit: Getty Images)

New Year, new you, right? My friends have the same New Year’s resolutions each year, and they typically involve dieting. As a wealth adviser, I get a lot of questions from clients and even friends about how to cut the fat, add bulk and get their New Year’s finances started off on the right direction.

Subscribe to Kiplinger’s Personal Finance

Be a smarter, better informed investor.

Save up to 74%

Sign up for Kiplinger’s Free E-Newsletters

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

Profit and prosper with the best of expert advice - straight to your e-mail.

Sign up

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

To continue reading this article
please register for free

This is different from signing in to your print subscription

Why am I seeing this? Find out more here

Patricia Sklar, CPA, CFP®, CFA®
Wealth Adviser, CI Brigthworth

Patricia Sklar is a wealth adviser at CI Brightworth, an Atlanta wealth management firm. She is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Analyst® designation.  Sklar uses her CPA and investment background to help develop and implement financial planning strategies for high-net-worth and high-income earning individuals.