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Reaching your goals
is
important.

Not having to worry about money is invaluable.

 

We help our clients take control of their spending, live within their income, and achieve their financial goals by following a custom plan.

 
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WHAT IS PAS

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Plan Ahead Spending® (PAS) is a service which provides custom spending plans.

We analyze your spending history, then work together
to tailor the plan to your individual needs.


A spending plan helps prevent spending beyond your abilities. 

Our clients report that we eliminate money stress
from their lives and relationships.

PAS your money related stress to us.

 

what you get

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Confidentiality

Spending analysis & goal setting

Customized spending plan

Plan   >   Implementation   >   Management   >   Monthly Reporting

Monthly progress monitoring

Suggested adjustments based on your real activity

 

How It Works

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Set goal

Separate your expenses into two buckets

Cost of Living (Fixed)
Fun money (discretionary)

Project Forward Expenses

Adapt & Change in real-time

 
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TESTIMONIALS

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Plan Ahead Spending® takes the stress and burden of cash flow

management off an individual or relationship.

I think every 
individual or relationship deals with that stress and burden.


PAS provides them the platform to free themselves

of the worrying and arguing.

sam v.

 
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TOTAL COSTS

Dollar Bills

Our fees are billed monthly and are broken down into two areas:

  • Creation & Implementation (Setup)

  • Monthly Plan Monitoring

 

Please Contact Us for more detailed information.

PAS will reduce your spending even after our fees (if you follow our plan) or your first 6 months are free.

Reaching your goals is important.
Not having to worry about money is invaluable.