Budget Planner.

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An essential part of any financial plan is a budget. The Budget Planner is a 1-page step-by-step guide to help develop an effective budget to help you achieve your financial goals.

Budgeting is often seen as an exercise in restricting spending.  A better way to view it though is as a chosen spending plan aimed at getting the things you want out of life.

The Budget Planner takes you through a simple step-by-step process to help establish a budget that suits you, and supports you in achieving your financial goals.

Our Budgeting video may be helpful too.


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Davidson Institute

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