Savings
Most of us are taught to spend, and then think about saving. We find these habits continue throughout our adult life. Habits like this can put financial pressure on us and our families, especially when planning for holidays, birthdays and Christmas.
When the excitement is replaced by stress and worry, then it’s time to make a plan. At FoxPlan, we create a savings plan with clients by:
1. Establishing SMART goals – we set dates, we decide on specifics, whatever it may be – we first envision our goal and commit to it mentally.
2. Completing an audit of our bank account – how much are we really spending week to week, month to month? What is coming in and what is going out?
3. Creating a realistic plan based on your situation to get you to your goals as quickly as possible.