CASH FLOW PLANNING / BUDGETING

Get a grasp of where your money is going.  How much income do you have coming in?  How much are you spending?  Intentionally spend every dollar that you make.  Treat your goals as a bill and make a payment every month.  Proper planning will ease financially related stress.

Personal Finances

CASH FLOW PLANNING / Goal Setting

ARE YOU IN CONTROL OF YOUR MONEY OR DOES YOUR MONEY CONTROL YOU? Cash flow is the money you have coming in and going out. Every dollar you earn should have a job or purpose. Develop a documented plan that allows you to allocate your money based on your personal financial goals.

SAVING & INVESTMENT STRATEGIES

Frustrated because you have not been saving and investing as much as you know you should?

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SAVING OR INVESTING EVEN A SMALL AMOUNT IS BETTER THAN DOING NOTHING AT ALL. There are several ways you can save and invest your financial resources.  View a list of savings and investment tools.

Improving credit / Debt Management

Learn how to boost your score and kill your debt. Your credit score affects your ability to get some of the things you need and want. The higher your credit score, the cheaper it is to borrow money. Save yourself thousands of dollars by improving your credit score. Learn more...

COLLEGE PLANNING / STUDENT LOAN REPAYMENT ANALYSIS

College is expensive. Pay for college without going broke and conquer student loan debt. Learn ways to save ON college and not just for college costs. Already have student loan debt? We can help you understand your student loan repayment options and determine the best repayment plan for your financial situation. Learn more...

How We Can Help...

  • Discuss current goals and priorities
  • Review monthly income and expenses
  • Budgeting techniques for variable income earners
  • Create a written spending plan based upon your goals
  • Debt repayment strategies
  • Credit building
  • Strategies to pay for college / higher education
  • Discuss tools that can help you better manage your finances

PLANNING TOOLS

CHECK OUT OUR LIST OF TOOLS THAT CAN ASSIST YOU IN REACHING YOUR FINANCIAL GOALS. Technology makes planning easier than ever, but there is nothing wrong with taking out the good old paper and pencil either. Choose the financial tools that will work best for you.

Click here to access our list of personal finance planning tools.