Budgeting is an important tool to make sure your money is being properly spent. The problem is that most people do not keep track of their financial affairs. Consider for a minute the possible situations where this might be necessary:
- Are you or your family spending too much or just want to understand where your money is going?
- Are you looking for someone to put you or your family on a budget
- Have you come into a large sum of money (from a life insurance payout, divorce proceeding or other life altering event)?
- Do you have a family member who cannot handle his financial affairs and commitments?
- Do you have savings goals that you would like to put in place but have trouble doing so?
As a trusted advisor, we can assist in putting a budget together by tracking current expenses and determining where to cut back and putting in place a practical and realistic budget that can be