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
A financial plan is designed to be specific to each individual’s situation, but there are certain parts of the planning 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
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
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
Balance Financial Planning, LLC
5438 Shafter Avenue
Oakland, CA 94618
cheryl@balancefp.com
510.847.7432