EVALUATE THE YEAR September 2009
To Our Business Clients and Friends:
As the end of 2009 begins to draw near, now is a good time to evaluate your progress toward your financial goals for the year. Do you know where your money is going? How much are you spending on dining out? What do you pay each month for vehicle insurance? Are you right on track or do you find yourself overwhelmed as to how to get your financial life in order?
Year after year clients tell me they have no idea where all their money is going. They feel they make a good living but don't have anything to show for it. They have started budgets or expense tracking projects only to stop after two or three months due to the time commitment.
To help ease this burden and in response to many client requests, I am pleased to offer a new service that will help you stay on track and enjoy success where you may have previously fallen short. We will work together to build your financial future.
To help ease this burden and in response to many client requests, I am pleased to offer a new service that will help you stay on track and enjoy success where you may have previously fallen short. We will work together to build your financial future.
As your accountant I often accumulate a significant amount of your household data, so why not take it one or two steps further and build a financial plan? With this service, we will work with you to review your spending habits, set a budget, establish and carry out your financial goals, and compile your personal and financial data into one location. This can be done monthly, quarterly, semi-annually or annually, and will be tailored to fit your financial goals. We will give you a clear picture of your current net worth and help you on the road toward increasing your net worth each year.
I have a sample of our Summary Cash Flow Analysis that you can look at here. Please review the sample material which will give you an idea of how the process will work. Feel free to contact me anytime with questions or to get the process started. I look forward to helping you and your family make this the year that you take control of your finances.
Best regards,
Brian Berlage
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Past newsletters :
January 2009
February 2009
March 2009
April 2009
May 2009
June 2009
July 2009
August 2009
September 2009
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