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Revisiting Your Saving and Spending Plans (?No Budgets Allowed!)

As summer comes to a close and kids go back to school, it can be really refreshing to get back into a normal rhythm. But it can also draw attention to some new spending and saving habits that were developed over the last few months.

The first step to auditing those new habits is to be self-aware: where was our spending abnormal over the last few months, and why did that happen?

If something changed in your lifestyle of family environment and you have a new, non-negotiable spending requirement, there’s no judgement. You just will need to account for that new outflow of cash going forward.

But be honest. If the expense was abnormal and needs to get cut going forward, have the courage and discipline to make that change!

And now that your spending plan has a chance to even itself out a bit more, don’t forget to revisit, adjust and automate your savings plan appropriately.

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At Wealthquest, you’ll discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help. 

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if WQC is engaged, or continues to be engaged, to provide investment advisory services, nor an endorsement of WQC by a current or past client.

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Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.

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T: 513.530.9700
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Cincinnati

Tel: 513.530.9700
Fax: 513.530.9776
info@wqcorp.com

Chicago

T: 630.581.3580
F: 513.530.9776
info@wqcorp.com