Category Archives: Spending Plans & Budgets

Last time we discussed how to begin a quest for financial organization. So let’s get started. The first step, assessing your current situation, will help you create a realistic plan. Acknowledging where you are will impact how you move forward. … Continue reading →

Now that tax season is firmly behind most of my clients, I’m reflecting upon the whirlwind of getting documents in order, Quicken reports run, and generally putting tax year 2011 to bed. Every year my clients declare “next year will … Continue reading →

Many of my clients are looking for ways to stretch their dollars. Yet many times they aren’t sure where their money goes each month. If you’re ready to develop a spending plan or workable budget that works for you, join … Continue reading →