How to Save More Money in 2025: Start Small
Key takeaways
Begin the year with a fresh start by completing our Starting Small Kickoff.
Taking small financial steps today can help you achieve big goals in the future.
Your advisor can help you build on small steps to reach your short- and long-term goals.
Join the Starting Small Kickoff
Complete these seven small steps to get started on your goals.
The new year is here, and you may be thinking about all the positive changes you want to make this year—from getting in shape to doing better with your money.
But money is one of those topics that can feel too big to tackle. The trick is to change your thinking and start with small changes.
Over time, those little steps you start taking today can help you make big gains down the road.
To help you kick-start your financial resolutions, we’re running a seven-day Starting Small Kickoff with daily tasks that can be completed in less than an hour. This kickoff will help you get a fresh start to the year and put you on the path toward a better financial future.
Once you’ve taken these small steps, your financial advisor can help you keep your momentum going by helping you build a plan to reach your larger goals. Having a plan can help bring you peace of mind and eliminate unneeded stress about your finances. In fact, research shows that when partnering with your advisor to implement strategies and solutions in your comprehensive financial plan, you’re more likely to experience better outcomes—like feeling better about the future and worrying less.*
NM clients feel 35% more confident about their finances compared to the general public.
When you’re done with the Starting Small Kickoff, you’ll be in a great position to meet with your advisor. They will ask questions to get to know what’s important to you and show you opportunities and blind spots to grow and protect your money—helping you to achieve all you want this year and beyond.
Let’s start small
Your financial advisor can help you build a comprehensive financial plan that shows you the right steps to take to achieve your goals—today and in the future.
Let’s get started*In Hal Hershfield’s research a comprehensive approach to planning means a client has permanent life insurance, either investments or annuities, and a recent financial plan.
