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A make sense “Budget Process”

It took me almost 25 years as a Certified Financial Planner to create an expense management system that will work both at home and in a small business.

It takes advantage of modern tools, software and  computer, as well as old fashion discipline, which means you have to follow the system. My first budget book Building a Personal Budget© has  all the necessary forms that a family  needs as well as instructions on how to use the forms. It is based on my theory that a family budget is just that, a budget put together by a family. It is not a single family members job to sit alone in front of a  computer and fill out a questionnaire. In my first book there is no software included. The disk I provide has all the forms needed to complete the budget.

This new companion piece will help you tack your budget. Now you will know, to the penny, if you are on track with your proposed budget.

I hope to have this “new bundle” ready to announce to the public in the next 6 to 8 weeks. A new addition to your company is a great way to rekindle your enthusiasm, especially if you will be able to provide a more compete service. And yes, I am very excited and look forward to sharing it with you soon.

The reason for the 6 to 8 week roll out period is to give my team a chance to put work clothes on my dreams and make them a reality.


The real voyage of discovery  consists…in seeing with new eyes.

Marcel Proust

Have a great day!

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