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.

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