Keep track of all your expenses—that means every coffee, household item and cash tip. Once you have your data, organize the numbers by categories, such as Transportation, Food, Entertainment, Utilities and other. Consider using your credit card or bank statements to help you with this. Apps like Wally & Mint can help you!
Now that you’ve made a budget, create a savings category within it. Try to save 10 percent of your income. If your expenses do not allow you to save, it might be time to cut back on some things. To do so, identify non essentials that you can live without, we call this "Choice expenses". These are typically expenses in your Entertainment category.
You don't have to be an Investment guru to invest your money. You can use Apps like Acorns to invest small, while growing your money over time. Apps like Robinhood is designed for beginners that want to invest in the stock market. Modern technology has made it easier to invest in the form that best suits you, use it!
Buying Real Estate is one of the safest investments you can make! If you are a First Time Home Buyer, look up FHA Loans as your option! These require less Down Payment and Credit Score requirements when compared to Conventional loans.
Finding the best stocks to buy and watch starts with knowing what a big market winner looks like before it takes off. Your goal is to find stocks that are displaying those same traits right now. Traits like explosive earnings and sales growth, a fast-growing and industry-leading product or service
Starting a business is now easier than ever! The resources are in abundance and the tools are available to get you started. Whether you are selling a product or providing a service, Social Media marketing or setting up an online store can all be done at a minimal cost! All you need is the idea and WiFi!
1 Session - $99
Creating a budget may take time, but the benefits it provides to improving your finances make it well worth it. It may not be as complicated as you think either. We can help you create an accurate monthly budget so that you can secure your financial future and ensure you avoid financial hardship no matter what lies ahead.
1 Session - $99
Let us design a Savings plan for you! Set aside money for emergencies or a future purchase. Savings will allow you the abilitliy to then explore investing options such as stocks, bonds, mutual funds or real estate. Investing your money will allow your money to gain value over time.
1 Session- $99
Our First Time Home buyer plan includes a planning session which will detail the finances needed to make your purchase. We will also outline action steps and refer you to a Mortgage lender and Realtor in order to get your home search on the way.
Schedule your FREE 15 Minute consultation prior to committing to one of our services. Please be prepared with questions and provide a valid email and phone number on your reservation.
Looking to start a business? We have experts that can help you plan and execute your Business strategies to ensure success!
Starting at $149
We have years of experience in Business Planning for new and existing businesses in a wide range of industries.
Starting at $149
Our audit services can ensure that you are doing all the right things when running your business. We will help you keep track of your income and expenses as well as detail a plan to increase revenues.