Having a plan for your finances doesn't have to be compolicated...
"Let's get Started!"
-
Download the documents provided on this page. and fill them in as completely as you can. Have fun with this!
-
Once you have completed the forms and have calculated your expenses against your income, evaluate if you are over budget or under budget.
-
If you're over budget (more going out than coming in) Play process of eliminiation and determine which expenses you can do without for a period of time to allow yourself to make progress.
-
If you're under budget (have money left over each month) Let's determine if there is any debt that can be paid off quicker or if you can start to save/invest for your future!
-
-
Call for an appointment to sit down with me and "Develop an Action Plan"!
-
Once you start to put the plan into action I will help you monitor your progress.
There are additional fees for this service, which are based on your situation, but there is a discount if you are taking advantage of my tax service or Life Insurance coverage as well. Email me for fee information at angela@jagtaxservice.com