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How Important Is a Budget?

Any sort of financial planning does not start with your investment portfolio, the first step is your budget. A monthly budget is the basis of all wealth accumulation, without it you run the risk of losing track of your expenses as well as where your income is going. Because of this, one of the first things that we walk through with our clients is how to set up a proper monthly budget. Below is an example of a monthly budget that will help you keep track of your income and expenses throughout the year.
If you would like to get your budget started here is a free excel spreadsheet just like the one above that also includes pages for real estate properties.

Download
Click Here!

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