Budgeting/Fiscal Discipline
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.
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TESTIMONIALS
They manage my financial affairs and visit my residence on a regular basis. They allow me to remain at home and are available for questions all the time. I don’t know what I would do without them.
Herbert S. New York, NY
Thorough, responsive, accommodating, helpful, proactive, meticulous, and easy to work with. They manage the everything in the household for me and keep me aware of all issues and situations that I, as trustee, need to be kept informed of. They are in the trenches running everything for me. ...
Barry L., New York, NY
I appreciate their professionalism and advice but also their time, courtesy and patience. Whenever I ask a question, they are calm and reasssuring in their response to me. You make me feel that you have all the time in the world to answer my questions and concerns and I ...
Jill P., New York, NY
Supremely responsive, efficient, competent, and professional. Of the highest caliber. Additionally, Evan is a really nice guy! He takes care of my questions respectfully, and never makes me feel like the idiot I am when it comes to financial matters!
Sonia O., New York, NY
I have found Redlig Financial Services to be extremely helpful and professional. There is no problem that they have not been able to resolve. I would recommend them to all my clients.
Nancy C., CFP, Poughkeepsie, NY
If you are looking for a bill paying services to take over all aspects of family financial administration including payment of employees, I strongly recommend Redlig Financial Services. They are consummate professionals who got us up and running in no time.
Debra P., New York, NY
Redlig Financial has not only been unfailingly reliable in managing employee payrolls but generous with their time and prescient with his tax advice and guidance.
Malachi H. Durham, NC
Redlig Financial has managed my parents’ financial needs for over many years now, and during that time has been consistent in the high quality and professionalism of his services, as well as his availability for any questions and concerns we have had. Unreservedly recommended.
Eric T., Hilo, HI
Redlig Financial provides a broad array of services for the family, yet maintains that personal touch. We have been a satisfied customer for years, and highly recommend his service, particularly for household payrolls.
Franco T., New York, NY
I’ve used Redlig to deal with our payroll ever since my mother became too old to live alone. They handle all the paperwork and everything else. Everything is always taken care of in a timely efficient manner so I don’t have to deal with it. Their services have definitely made ...
Ben K., New York, NY
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