VIDEO
Budgeting Basics for Financial Success
Join Cristina Perez, a certified financial planner at Bayntree Wealth Advisors, in this educational video on budgeting.
Cristina outlines five essential steps:
- Assess your after-tax income.
- Track and categorize expenses.
- Set clear financial goals.
- Create your budget, either using apps or a DIY approach.
- Continuously monitor and adjust your budget.
She recommends a 50-30-20 budgeting approach: 50% for needs, 30% for wants, and 20% for savings or debt repayment.
Remember to build an emergency fund and save for retirement. Use budgeting tools and apps to simplify the process. Access free resources from the video to get started.
Click here to download your complimentary Bayntree Budgeting Basics Worksheet
Get started on mastering your budget and take control of your finances!
To discuss any questions you may have, please contact us at (480) 494-2750 or click here to schedule a 15-minute call.
Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.
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