When you realize you should be doing more with your money, start with the basics of controlling your spending. Our Spending Plan is a quick way for you to begin taking control of your money to start accomplishing your lifestyle goals.
Our preference is to use the term “spending plan” in lieu of “budget.” Most people know how much money they earn. It’s the spending part which is more difficult to quantify. Also, “spending plan” sounds much more appealing than “budget.” Words have a way of influencing our emotions. Why not use words with a positive connotation, especially when talking about money?
Here’s what you’ll receive with our Spending Plan:
Initial meeting for collecting information
2-4 weeks for data analysis
Final meeting to review plan
Spending Plan to include the following items:
List of lifestyle goals
Review of current income
Review of current income taxes
Review of current spending
Development of proposed spending
Suggested saving strategies
Worksheets to track your progress
Instruction on how to update lifestyle goals
We have access to office space throughout Atlanta, GA via Regus. We also meet with clients via phone or via Skype.