Matthew Laker

Help to do budget review.

Do you have a sixth-month budget review?  

Why do a personal budget review?

Financial plans are organic. They move up and down and change as the wind blows. As you put your plan into action, you have to adjust as new circumstances and information come to play. 

A budget is about you mastering your money. By writing it down, it helps you visually see what is going on. 

How to do a sixth-month personal budget review?

Step one: Do you have a budget? If not, start one today?

Step two: Review all the money that came in?  

Step Three: Track all the money that went out – give it a name. If you do not have a budget line for it, create one.  

Step four:  Review the budget forecast? Is there a difference between what you forecasted for and what was expensed?  

I know that my electric and food bill is up this year with working from home and kids doing school at home.  

Do you need to adjust anything moving forward?

Step five:  What financial goals do you have for the last six months? Write them out.  

I know that due to COVID some have seen a change in income. Do you need help in figuring out steps forward. Let me know, and help (no cost).  

How can I best support and serve you?  

Looking for a free budget tool click here