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.” It 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?
Most people know how much money they earn. It’s the spending part which is more difficult to quantify.
With our Spending Plan, here’s what to expect:
Initial meeting for collecting information
2-4 weeks for data analysis
Final meeting to review plan
Your Spending Plan will 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 meet virtually or in person – whichever is your preference.