I often get questions about budgeting and it usually brings about an emotional response. Either people don’t like to share how they are budgeting or perhaps they may not have all the know how in how to effectively budget. Either way when I help guide and coach clients on budgeting it always helps to understand any gaps they may. If we can use tools like RightCapital it can help quickly tell us more about the sources of your spending and help you win with your money. This is about you as a client and if you are tired of wondering where your money went or can’t figure out why you can’t get the budget to work we can help you. Just like a Doctor we need to diagnose the issues first so you can win. After setting up your Personal Financial Portal please follow the instructions below by unchecking the box so we can help you.
