Budgeting & Related Cash Flow Management
Your personal budget is a tool to help you distribute your income between your current living expenses, debt obligations and savings for the future. Properly aligned budgets help you stay on track financially and provide stability when unexpected expenses or reductions in income occur. Many of our clients know they should budget, but just don’t have the time to keep track of the day-to-day cash flow management. Dominion Financial Consultants can help create an easy-to-follow budget that helps our clients stick to financial goals. Before creating a personal budget, Dominion Financial Consultants will work with you to create a prioritized list of financial goals including education, savings, retirement and vacation goals. After your budget is completed, we can track all of your expenses to help you stick to your budgetary goals. As time goes on and circumstances change, we can help you adjust your budget to more clearly reflect your current financial realities. Successful case management is key to achieving the retirement goals or savings goals in our financial plans.