Budgeting Knowledge Base

Find the budgeting information you need here.

Budget Calculator

Getting to Know Our Relationship with Money

Rewrite Your Money Story, Change Your Life

Do you tell yourself money stories? Is there a little voice in your head saying “you’re no good with money,” or “you’re not capable of getting a handle on your finances,” or “you’ll never manage to save enough”? Negative, demoralizing stories like these can keep you...

Money and Emotions

Financial decision making can be highly emotional. We’ll discuss how make the best financial decisions even when we are overwhelmed.

The One-Page Financial Plan

Bridge the gap between where you are now and where you want to go. People feel confused or paralyzed when dealing with money. They want the best advice!

Do You Have A Scarcity Mindset?

From our earliest childhood memories, most of us remember hearing specific messages about money from the adults that took care of us. What did you hear when you were growing up? Was money hard to come by? Was it tight? Did you hear the adults around you arguing about money? Did it feel like there was never enough for everyone to feel good?

Budget Calculator

What is a Budget

Your Budgeting Worksheet

With this easy to use DIY budget worksheet you can start tracking your earnings and your spending, be mindful about your money and make better decisions that will lead to financial stability. Start gaining control by routinely checking back on just that one spreadsheet…and the best part is that your privacy is protected since the budgeting spreadsheet resides in your drive, so you don’t have to share any information with anyone.

Budget Calculator

Why Savings is an Important Part of Your Budget

How to Save Even When You Don’t Think You Can

By: Ashley Patrick Sometimes it can feel like the world is against us and no matter what we do, we can’t seem to get ahead. Every time we try to save money, something “pops” up that we didn’t think about or plan for. Even though it can feel like no matter what we do,...

Budget Calculator

Financial Tips & Tricks

3 Reasons To Take Your Online Banking Relationship To The Next Level

by ManishaThakor Are you banking online?  A recent survey says 80 percent of U.S. online households are. However, if you’re limiting your online account management to checking your balance or reviewing past transactions you are missing out on the biggest benefits of...

Great Ways to Shop More and Spend Less

by Stacy Francis, CFP®, CDFA Shopping tips from the recession in 2008 still hold true today, if not more so. Online shopping is the norm today in 2022 and looking to compare pricing online makes it easier to find the best price for what you are looking for. Savvy...

Suze Orman on Limiting Holiday Spending Damage

by Stacy Francis, CFP®, CDFA I read an excellent Suze Orman article last night, and thought I should share. Use these five easy techniques, and it will make all the difference this holiday season. Consider credit card interest rates. If you plan to pay off your...

Do You Have a Financial Question?

Savvy Ladies® Free Financial Helpline will Match You with a Financial Advisor. Get the Expert Advice You Deserve.

Free Financial Helpline Form (click to open)
Savvy Ladies
Free Financial Helpline Request Form
Please provide the following information to assist us in matching you with the best financial expert to help guide you with your financial question:









Demographic Information




Disclaimer

Savvy Ladies will protect all information you share with us to the fullest extent of the law. The purpose of collecting demographic information is for the sole purpose of understanding the needs of our community. We will not sell or rent any of your personal information to third parties.

All personal financial advice and guidance provided by the planner is provided solely by the individual planner. By accepting guidance, you acknowledge and agree that Savvy Ladies, officers, board and staff assume no responsibility or liability for the accuracy or appropriateness of any advice or assistance provided by the planner. You acknowledge that you must make an independent judgement regarding a particular planner’s qualifications and suitability for your individual needs and circumstances. The responsibility for financial decisions are your own and you understand that you are under no obligation to follow any recommendations or suggestions provided by the planner. The planner will comply with all regulatory, professional and ethical obligations imposed by the Securities and Exchange Commission.