L.S. Ernst currently offers a personalized budgeting to allow you to visualize, plan, and control your month-to-month finances. By tracking your income and expenses, you can get even closer to accomplishing your financial goals.
Think about it: A budget is a financial roadmap. It tracks income and expenses. When you know exactly what your income is and exactly what your expenses are, you can make informed and data-driven decisions to pay off debt, save for that big purchase, or save to invest. This is crucial to your financial success.
To get started, send us an email or call to schedule a consultation. After the consultation, you will receive a personalized Budget Spreadsheet, as well as a document containing the summary of the consultation, plans of action, projections, and more. Your assigned advisor will periodically check in and set up meetings to adjust the budget and ensure you are on target to complete your goals.