«Responsible for investing all club monies — Therefore, each morning get current financial picture — Bankers, Brokers, Publications... (si.com)
I use Mint to track my historical + current financial picture, and then a Excel spreadsheet for a two - month prediction of where my finances will be to help keep me on track. (debtroundup.com)
Then we can develop personalized financial strategies — based on your risk tolerance and current financial picture — to help you achieve it. (edwardjones.com)