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Wealth Associates

Life's Short... Plan Well

Financial Planning Tools


Having a roadmap to guide you through the complexities of handling all of your financial commitments is a key to achieving financial freedom. The single greatest stumbling block for most people is the day-to-day responsibilities of managing income and spending appropriately.

The “Budget” process allows you to build a plan for allocating limited resources (i.e. income) to seemingly unlimited demands (i.e. spending).

We walk you through this critical first step to effective financial planning and provide guidelines for establishing healthy budget control systems to allow you the peace of mind that your short-term and long-term goals can be handled with proper money management and monitoring systems.

Budget Planning Resources

1. Personal Budget - Snapshot

2. Practice Budget - Snapshot

3. Budget Forecasting Model