What it’s like to work with a financial advisor:

They work towards understanding you, your goals, find a strategy, and keep you on track.

Your personal financial fitness coach.

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Budget Planning

  • Do you have a budget that works for you? 

  • Do you know your credit score? 

  • Are you saving 10% or the amount required to reach your financial goals? 

  • Do you have 3 to 6 months of living expenses saved? 

  • Do you review your budget regularly? 

  • In the past 6 months, have you looked at your budget for ways to reduce spending?

 

Things to consider

An effective budget is written down and reviewed regularly. Think of it as a spending plan: it should meet your needs first, then your wants. A good budget includes an emergency fund to cover living expenses for three to six months, so before you pay your bills or buy groceries, set aside a portion of your income for your 401(k), Roth IRA, or savings account.