Budgeting

Helping you tell your money where to go instead of wondering where it went

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Resource Optimization

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Goal Identification

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Forecasting Needs

Budgeting isn’t all just cash flow management but rather a deliberate assessment and implementation of a set of rules that are important for the pursuit of your financial future. You need to know the state of your finances through regular review of your Balance Sheet and Income Statement and matching them with your budgetary goals. Remember that income, debt and savings are all within your control.

Frequently Asked Questions

Who needs a budget?

Simply put everyone needs to know where their money is being spent and how to gain control of both sides of the budgeting equation (income and expenses) in order to reach written goals.

How do I get started?

Set a date to start the journey, then gather all the information needed: monthly loans, credit cards, utilities, entertainment, and income amounts and sources.

Do I need coaching in this area?

If you are new to this or you have some disagreement on what is needed vs what is truly necessary let’s sit down and talk.

Don't Be Shy

If we didn't answer all of your questions, feel free to drop us a line anytime.

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Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Adviser. Member FINRA / SIPC
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, District of Columbia, Ohio, and Texas. Lange Wealth Management is not an affiliate company of LPL Financial.