Financial Planning For Rookies

Service Description

Hello, I’m James Walton, and I’m here to simplify financial planning for you. I know that managing finances can seem overwhelming, but with a little guidance, you can take control of your financial future. Together, we’ll build a solid plan that aligns with your goals, whether it’s saving for a house, planning retirement, or just getting organized.
Primary Consultation:
Understand Your Financial Goals – We’ll clarify what you’re aiming for.
Review Your Knowledge – No matter your starting point, I’ll meet you where you are.
Create a Financial Plan – I’ll outline steps for budgeting, saving, and investing.
Teach Budgeting Basics – Tips on managing expenses and finding savings opportunities.
Suggest Financial Tools – Recommendations for apps and resources to track your finances.
Services:
Budgeting for Success
Let’s build a budget that works for your lifestyle. I’ll show you how to categorize expenses, prioritize needs, and track spending. We’ll also look for areas where you can save without sacrificing too much. By the end of this session, you’ll have a budget that’s realistic, manageable, and aligned with your financial goals.
Intro to Investments
Investing doesn’t have to be intimidating! I’ll break down the basics of stocks, bonds, and mutual funds in plain language. You’ll learn how to get started with investments and understand the risks and rewards of each type. With my guidance, you’ll be ready to make informed choices that fit your financial plans.