Improve Your Budget


When setting yourself up for financial success, you first have to establish a budget! Here are our steps to get started:

  1. Open up our free Budgeting Worksheet!
  2. Track your spending for one month to know your personal spending habits and lifestyle.
  3. Compare what you actually spent for the month versus your actual income for the month including any extra income you may have received.
  4. Determine your projected costs and income for the following month based on your actual spending.
  5. Update your budget regularly and visit our office for tips on better money management!

And if all else fails, just remember not to buy stuff you cannot afford. (Courtesy of SNL.)

Budgeting Apps We Recommend