Budgeting is all about setting priorities. Whether you prefer to spend money on art and eating out or shopping, travel, and other life experiences, there is no wrong answer. What matters most is that we understand what’s important to you up front and allocate resources accordingly.
At Anderman Wealth Partners, we identify all sources of income, evaluate existing debt, and create a plan to pay down liabilities – all to help clients enhance their cash flow so they can spend it how they wish. This process of ‘cash flow and debt management’ is one of eight wealth management issues we cover with clients to ensure financial plans are comprehensive and customized to their needs.