Even though we should all have and stick to a budget regardless of income level and wealth, the truth is, only 1/3 of all US families currently have and use a budget! Why is that?
The word “budget” can bring about emotion and stress especially to those that have never used a budget before or those that have tried and it didn’t work for them. Despite the common thinking, budgeting, when done right, actually brings about MORE financial freedom, not less.
We created this quick 5 Step Budget Guide in hopes that it would educate and encourage you to get started on a path to more financial clarity and freedom.
Download it today and let us know what you think!
Whether you want to learn more about Values Based Investing, are looking for general investment guidance or even looking for a job, we are here to help!
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Phone: (805) 372-0821
Address: 31248 E. Oak Crest Dr.,Suite 100, Westlake Village, CA 91361
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