Money Management

I feel like I can’t make ends meet.

I know I got a raise, but I don’t know where all of the money went!

If either of these two statements sound like you, or if paying your bills each month makes you want to scream, then we’d love to help.

Our money management meetings focus on accounting for what day to day expenses and overall finances look like, analyzing what is working and what isn’t working, and then adjusting where needed to make our clients feel more financial fit.

We can help with:

  • Creating a cash flow schedule
  • Learning about Net Cash Flow
  • Managing when to pay bills
  • Determining the best debt payoff techniques
  • Reviewing the best tracking methods for clients on an individual basis

Money management reviews are focused on what works best for each individual, so whether you like technology and want to use excel for your review, or like paper and pen better, we are here to help.