Part of my job is to ensure you’re on sound financial footing. While we focus on your investments and insurance needs, I can also lend a hand when it comes to day-to-day budgeting. Having a good budget can take the stress out of daily purchases and help you prepare for unforeseen expenses and ensure you are not spending more then you make on your regular bills. I have some fantastic budget and am happy to send them to you free of any charge, all I will ask is that you try them out and let me know your thoughts. Just fill them out with what you know about your regular expenses. If you are already a client, we can review them at our next meeting, we’ll review your notes and make a plan together. If you are not yet a client, Id be happy to help you work through the worksheets free of charge. Please let me know if you’re interested in these work sheets and if/ when you are free for a budgeting meeting. If you have any questions about these worksheets, or anything else, give me a call or send an email. I’m always happy to answer your questions. ~ Monika PH: 519-878-9148 EM: [email protected]
Posted on: Sat, 20 Sep 2014 14:00:00 +0000
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