• Includes setting up a budget management strategy for basic expenditures

​

​

​

​

​

​

​

• Basic Budget Management

• Spending Analysis includes analyzing expenditures over a 3 month period to indicate spending patterns

•  Basic Budget Management

• Spending Analysis

• Debt Management or Investment Strategies: include cash flow and budgets, education savings, major purchase goals, retirement savings, protection needs, estate and multigenerational planning, small business planning