Budgeting
Budgeting – one of my favorite topics and parts of planning. It is the foundation of everything we do. How do we know what you can save or spend without this extremely useful piece of information? We can dive deep into your personal and business budgets and look at ways to save monthly or yearly on expenses that need to be shopped or curtailed into better savings habits. We utilize budget software to help you keep track of your monthly payments and teach you how to start saving if you’re not a saver or give you advice on what to do with your savings. Consulting on this is complimentary and likely leads to other planning options. We have the resources and network to help you succeed in reducing your costs putting more money in your pocket.