An initial step of any financial planning exercise is understanding your expenses and whether your emergency savings is sufficient so you can identify what’s available for investing and begin to develop a strategy. This process can result in recommendations for debt management such as refinancing, and in the creation of a budget to improve your investing dollars. This then allows your FCCB Wealth Advisor to recommend the right wealth accumulation strategies for your specific situation and future goals.
Budget Check Up: Tax Time Is the Right Time
The Average American Budget