Balancing Financial Priorities

March 17, 2016

Planner: Michael via 1 on 1 Consultation

Problem: She was worried about funding retirement & her child’s college tuition at the same time

Suggested Action Steps: She had lots of income coming in each month, but had no idea where it was going, so we tried to figure that out.

Results: We found where her money was going, and she was able to reduce a lot of spending on wants rather than needs. She is now funding the bulk of her college costs with that money.

Testimonial: “The website that was recommended to track monthly purchases was very helpful.  It gave a clear line of site to where our money was going each month and will help us be more thoughtful when making purchases.” – Lynn M.