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Building a Budget 

Creating a budget is important and luckily it can be easy! Don't get discouraged if you don't stick to it at first. Like with most things, creating this habit takes practice. 

Evaluate your spending 

Keeping track of what you spend money on is important. Knowing how many times you eat out every week, or go by Starbucks can help you in cutting back your spending and allocating properly to your budget.

Figure Out What is Necessary 

Your necessary spending are things like water bills, electric bills, and groceries. This need to be accounted for before you can think about saving and spending.

Budget Your Savings

After you budget your necessary spending you should allocate money for savings. It is recommended that you put about 10% to 20% of every paycheck away for savings.

Budget for Spending

Now that you have budgeted your necessary items and your savings, you can focus on entertainment and other discretionary spending. Usually whatever is left over after steps 2 and 3 you can use for whatever purpose you would like.

Repeat Every Paycheck

Talk to an Advisor and Download Our Budget Sheet

If you need further help please contact one of our advisors directly or email us. 

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You may also click below to download our budgeting worksheet to help start in your process.

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