Step One: Understand Your Financial Picture & Create a Budget

The best place to begin is often the hardest, which is probably why you either haven’t started yet or haven’t been able to keep a sustained interest in your finances.  No worries… We’ll make this as easy as possible and we’ll make sure you factor your individual personality and needs into the equation so that the result is actually helpful instead of a plan that is tailored to anyone but you.  Now take a deep breath and let’s take this one step at a time.

In order to take control of your finances, you need to understand your starting point.  We’ll address the following questions and no matter what the answers are, we will arm you with the knowledge you need to get where you want to go: