Budgeting

Start Up/Monthly Retainer: $25.00

In order to reach your financial goals, it's extremely important to understand spending and where your money is going.   It is equally important to know your expectations for income to offset your expenses. We set your budget based on your individual needs. 


Setting a budget sounds easy, but how do you know you are doing it right? If your budget is the same monthly, there is room for improvement.  Budgets are evolving and ever changing based on your monthly financial needs.  It's important to have a sound budget that accommodates those needs for that month.  This is where we can help.  Whether it's for a month, or ongoing, we can help get you moving in the right direction to prepare for your future financial needs. 

We look forward to hearing from you!