Budget for Wealth

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The simple truth is most people won't do something until they see the benefits.  Budgeting is one of them.  Budgeting is also the first step to allocating a SMALL amount of your monthly income to investments which will then give you a DISPROPORTIONATELY larger return than what you put in.  It is the ability to make a MASSIVE change in your FUTURE with little to no effort today.


For roughly the cost of a small gadget you will receive a monthly compilation of your income and expenses within a budget excel document which will track your results month to month.  From this document you will easily be able to understand how much money you take in after taxes each month, as well as your total expenses incurred.  Expenses will be grouped intelligently as to provide value when evaluating where changes may occur.


Note: To receive this service you have to provide me with your bank and credit card statements OR the activity within them as this is how the financial activity is compiled in the budget document.

Each month, upon receipt of your statement information, the budget excel document will be updated and provided to you.  Upon initial subscription, the date by which you will receive that each month will be determined and you can expect to receive it each month at that time within a few days of that date.  If the necessary statements aren't provided each month then no budget will be provided and no refund can be applied.

I will always be available to discuss any questions you may have.

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Budget for Wealth

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