Episode description

As a CFP financial planner, the most rewarding part of my job is comprehensive financial planning helping my clients get their estate in order, investing, and tax planning. My passion is to help people understand the joy that comes with the feeling of power in controlling your money.

Most of the people that come to me are at a point where first, we need to focus on getting their financial house in order and help them identify
their impulsive spending habits.
 
The most common culprits to 'spending blindness' include:

• Having no plan
• Feeling chaos
• Having your income come in and go out
• Over-drafting

Budgeting is setting a system to get a solid foundation in place. Cash flow planning helps us see more clearly and stop being stressed out money. It helps you to begin thinking about long-term plans. Creating a financial plan for your future will be challenging until you get your house in order and the foundation set.
 
I share a spreadsheet with my clients based on the reversed budget methodology, and will be sharing with you in the next several episodes. 

Throughout the workshop, we'll cover the following:

• The mechanics of saving
• How to set up the automation
• How to analyze where you're spending too much 
• Creating that gap between income and expenses

 
The point of this podcast is to help transform lives - and I want to do that for you!

Resource: Link to my Google Docs Budgeting Spreadsheet (click here)

Want to work with me?
Check out my ADHD Planning & Coaching service.

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Helping ADHD'ers unleash their financial potential through planning and coaching.

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