Mint.com for Your Small Business

Mint.com for Your Small Business

I’m always trying out new software for my business and making sure I keep only the ones I need. One of my goals is to keep business expenses down as I grow my practice, and ongoing software expenses is an… Continue Reading

Why You Need a Financial Plan

Why You Need a Financial Plan

A financial plan is designed to be specific to each individual’s situation, but there are certain parts of the planing process that I find are especially helpful to everyone. These are the parts that make it more likely that a… Continue Reading

What to Keep and What to Throw Away

What to Keep and What to Throw Away

This weekend I went though my files including old bills, tax returns, and insurance documents. After feeling lost in all the paperwork, I made a list of all the things I needed to keep so I could easily sort through… Continue Reading

Benefits of Tracking Your Spending

Benefits of Tracking Your Spending

Instead of budgeting, try just tracking your spending. It takes some time, but it doesn’t feel as confining as budgeting and often leads to the same outcome — spending less and saving more. Tracking vs Budgeting Tracking and budgeting are… Continue Reading

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Balance Financial Planning, LLC

5438 Shafter Avenue

Oakland, CA 94618

cheryl@balancefp.com

510.847.7432