A Different Perspective on Budgeting

04.05.2023

When completing the financial plan, we ask all our clients to develop a current and retirement budget. For some, this is a big ask. Sends a shiver down the spine. Today I challenge us to consider the idea: a budget is not a foe, rather a friend. It is about liberation, not restriction. A tool to empower ourselves in our financial and personal lives. Our budget can help us make informed decisions about how to spend our money to enrich our lives.