Personal Budgeting Consulting
You don’t have to make a lot of money to require a sound financial plan. In fact, the less you make, the more important it may be to learn how to be intentional and conscientious about every dollar. I love discovering what is important to individuals and families and using that information to help them reach their financial goals. Whether you just want to know how much you need to save for retirement, or you would like to put together a full-scale personal or family budget and savings plan, I will be happy to walk you through the process and help you stay on track. The following are the most common services and tools that can assist you in achieving your financial goals:
-
Household Budget Design and Setup
-
Retirement Saving Projections and Plans
-
College Saving Projections and Strategies
-
Tips, Tricks, and Apps