Does it ever seem like your money just disappears without you knowing where it went? Do you ever feel like you’re treading water, not making any progress toward reducing debts or building your savings and investment portfolio for longer-term goals like retirement? If married, do you argue over finances instead of having regular discussions about your household budget? If you answered “yes” to any of these questions, you could benefit from our money management & budgeting services.
Money Management & Budgeting Services
Our certified financial planners can help you:
- Create a realistic monthly budget
- Track your income and expenses
- Set financial goals and evaluate your progress
- Identify areas of concern
- Show you how to use personal finance software and budgeting tools (including Quicken or Microsoft Money)
We’ll make it easier for you to manage your money, and give you the tools you need to put yourself of the path to financial success. Using a budget worksheet, we’ll help you break down your expenses so you can better see where your money is going. Then, we’ll advise you on how much of your income you should be spending on items like your rent or mortgage, and bills. From there, we’ll help you set short and long-term savings goals, and work with you to help you get there.
Other Financial Planning Services
In addition to our money management and budgeting services, we offer a variety of financial planning and accounting services to help you take better control of your money. Our Certified Public Accountants and Certified Financial Planners can also help you with: