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.
WHAT IS PAS
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
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
Set goal
Separate your expenses into two buckets
Project Forward Expenses
Adapt & Change in real-time
TESTIMONIALS
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.
TOTAL COSTS
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.