Cash Flow & Budgeting: Pay Yourself First
Pay yourself first and put your money to work
One of the best ways to start is to create a life map. This exercise of visualizing your personal finances, needs, and goals can help you better balance work and leisure, be a guide to help you make smart choices, and provide you a clear path to help attain your goals while enjoying the journey along the way. Here are the key areas to analyze when creating your financial life map …
By taking a look at your income stream and how much of it you keep, we can optimize your spending.
Based on your spending patterns, we can assist you in maximizing your income by organzing your distribution of income.
By analyzing your debt and how you deal with it, we can identify the most efficient way to reduce it.
Rather than impulsive buying, we can reduce unnecessary loss of money by creating a plan for your purchases,
Our tailored strategies will create as much emergency savings as you need for those rainy days.
Looking at your housing debt and interest owed, we can improve your mortgage situation.
Treece Financial Group offers 401(k) Optimizer® access to our clients.
The 401(k) Optimizer® was designed to assist you in allocating your investment options in your company-sponsored 401(k), 403(b) or 457 plans. This automated, online tool uses your risk tolerance level, age, and long-term goals to generate personalized recommendations.
Discover the 5 ways you can benefit from the 401(k) Optimizer® here.
Contact us now to start putting this smart and simple savings tool to work for your future.