It's March - have you done your planning and budgeting?

By Michael Lodge on March 02, 2024

Michael Lodge - The Business Advisor / Mediator - 424.542.7299 -

As we step into the first week of March, it's the perfect time to review our finances and set a budget for the month ahead. Planning and budgeting are crucial aspects of financial management, especially in 2024 where economic conditions are ever-changing. Grab your journal, sit down, and reflect on your income and expenses from January and February. Evaluate where your money is coming from and where it's going, then identify areas for improvement. If you're married or living with a significant other, involve them in the budgeting process to ensure transparency and alignment in financial goals.

Setting a budget empowers you to take control of your finances and make informed decisions about your money. By analyzing your past spending habits and identifying areas for improvement, you can adjust your budget to align with your financial goals for March. Whether it's cutting back on unnecessary expenses, saving more, or investing wisely, taking proactive steps towards financial planning can set you on the path to financial stability and success. If you find yourself needing guidance or support in this process, don't hesitate to seek help by sceduling a 60 minute session with me. Consider scheduling a one-hour session to discuss your financial situation and receive personalized advice on how to better manage your finances in the upcoming month. I am here to help.

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