A typical budgeting session involves a financial mentor helping you set goals and make a financial plan. This will include looking at your total debt. You may be asked to bring bank statements and bills to the session so that your financial mentor can help you develop a strong budget.
There are a million reasons why money sometimes becomes a struggle. It may be because of sickness, unemployment, a major unexpected expense, divorce, or a simple case of overspending.
Whatever the reason, when money becomes a struggle it has an enormous impact in almost every other area of our lives. It makes day-to-day living, planning, and spending exhausting. It makes our big picture goals – owning a home, saving enough for retirement – feel impossible.
But none of those things are impossible. We can show you how to make your goals a reality.
Following the 50, 30, 20 rule is an easy step to take to begin your budgeting plan. We can help you execute this and sort out what’s next.
Task assignment strategy
- Step #1: Evaluation and Communication of The Strategic Plan
- Step #2: Determine Roles, Responsibilities, and Relationships
- Step #3: Set Clear Goals and Define Key Variables
- Step #4 Implementation Structure Development
- Step #5: Execute the Plan, Monitor Progress and Performance, and Provide Continued Support.
The management process is a collaborative, communication-based process where our clients and agents work together to plan, monitor, and review objectives long-term goals while focusing on financial trajectories.
- Step #1: Goal Setting
- Step #2: Analysis
- Step #3: Strategy Formation
- Step #4 Strategy Implementation
- Step #5: Strategy Monitoring