Financial Advice Financial Counselor in Charleston SC
Spending Plan (Budgeting) Session

101 Lovett Drive - Suite D
Woodruff Road Corp. Center
Greenville, SC 29607

864.676.9696 Voice
864.676.1556 Fax

Email Us

Greater Greenville
and Upstate SC

Spartanburg
Greer
Simpsonville
Mauldin
Taylors


Products & Services
Available Nationwide

 


For those who are searching for help with budgeting only, we have developed a session which addresses it specifically. Using your personal financial information, we will develop a spending plan that works in the real world - one which you can actually follow!

This service only covers the topic of budgeting and usually lasts an hour, to an hour and a half. It doesn't matter if you are single, or have a large family. It makes no difference whether you are young or old. Wealthy people tell their money what to do. We need to emulate that behavior and learn how to tell our money what to do as well. A spending plan allows us to do just that.


Major Benefits:

  • Make your money go farther every month
  • Eliminate frivilous purchases and gain absolute control over your money 
  • Learn to plan your expenditures before the month starts so there are no surprises
  • Tell your money where to go, instead of wondering where it went!
  • Includes one month of phone/e-mail follow up

Fee for Service:  $125.00

Call (864) 676-9696, or e-mail rob@myfinancialfoundation.com to set up an appointment.  Space is limited due to the amount of time we spend with each client, so book now to reserve your spot. 

Read the article Rob wrote about "Financial Discipline"


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