THE FIRST STEP IS TO START

It is 2016.  Summer is over.  September brings back to school and the last quarter of the year to reach your goals.  Are you an individual, family or small business? I can help get you started.  Spend your time doing what you love and knowing where every dollar lives.  Setting Goals for 2016

I can help you organize those boxes of receipts, set up a simple budget and understand where you spend your income.   Using online banking is good for a quick snapshot but it does not tell your true financial picture.

Snapshot of Finances

THE FIVE EASY STEPS WE WILL TAKE TO GET STARTED:

1.   Set up a program on your computer/phone/tablet for easy and trusted instant access to your financial information;

2.  Plan 30 minutes (no more) each night to enter your daily expenses;

3.  Pick one day a week to devote to reviewing your income and expenses and make sure they are entered into your program;

4.  Print a simple report after one month of transactions to show your income and expenses and determine your goals.

5.  Use the report to plan your first draft of a budget.

 

What is holding you back? Don’t go through another tax appointment without knowing and understanding your financial picture — Set up a 30 minute consultation and together we can CREATE PEACE OF MIND for you THROUGH FINANCIAL ORGANIZATION!