Don't ever do a Budget again on the back of an envelope or using anything hand written. Via this site's financial tools, secure client portal or calculators you and your family can access very good online resources AND all information is kept for re-use over and over again. Do the hack work once online and you only have to adjust data from then on. Great for your kids as well.
These tools are an added service to help you, our clients, gain more from what we provide.
You may think that working on a Budget or cash flow isn’t your cup of tea but when things are tight or you need to look long term there is no better way to manage how your money is used. 24/7 access and if you have a question you don't have far to go to ask.
The following images are examples of what can be done, also there is a longer article about overall financial literacy following the first few points.
When you feel the urge then a quick trip to our website is a good thing to do, it has all the tools you need and more. Also any information you add that’s relevant to other tools is automatically transferred saving you time and effort.
Give it a go. Start with a Budget or cash flow analysis or Super scenario. It may take a bit of time but even a few minutes here and there is good and everything you add will be waiting until the next time you log in.
Your Financial Planner
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