FIND ANSWERS
Budgeting doesn't have to be a bad word.
If you have tried to budget in the past (unsuccessfully), it may sound hard, impossible to follow and a waste of time. You may have thrown up your hands and tossed the budget or deleted it! What point is a budget anyway? It restricts your spending, tells you “no” all the time and isn’t realistic to your life’s rhythm. Does this sound familiar?
Maybe you have had success with a budget in the past. You were able to write it, follow it for a time and had a sense of control over your finances. Maybe something happened and your plan was derailed. You fell off of the budget wagon, never to climb back on.
Or, you have a great system and you are spot on every month with the plan. You have this monthly financial tool down to an exact science.
Whatever your situation with a monthly budgeting plan, we can help you develop a budget you will be excited about, stay on task with your budget or refine your plan to help you meet future goals.
Debt is not your friend.
Cash or card? That question is asked less and less by retailers as transaction speeds and ease are maximized by using plastic and not cash. However, those plastic transactions can lead to increasing monthly balances on credit cards with exorbitant interest rates and a sense of losing control over your money.
Personal loans, payday loans, bank loans, HELOC loans, and other types of personal consumer debt can consume your monthly income before you even buy food or pay rent.
We can help you make sense of your debt picture and find the road out of debt and into debt-free living.
Everything Else...
Many other issues in life are touched by money. Let us help you walk through those concerns and develop a plan to face them with confidence and not fear.
We are here to help your financial journey in this life be as successful as possible and within your control each step you take.
Life can throw some curveballs.
Job loss, medical emergencies, death of a loved one, foreclosure, and bankruptcy are serious interruptions to the flow and rhythm of a financial plan for your future.
While there is no way to know what or when something will occur, if the money piece of your life is settled, a crisis can focus on solving the problem without the stress of wondering how to put food on the table.
We can help you put a plan in place to deal with life’s curveballs – before they occur.
