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Budgeting / Spending Analysis


Not sure where all your money is going or maybe you want to be more intentional about spending?  Do you feel like you live paycheck to paycheck? Our process creates a personalized budget to organize your spending in a way that helps you track expenses better and draw meaningful conclusions about your spending habits. This lays the foundation for other areas of planning including retirement projections, goal planning, and investing strategies. Don't let the budget hold you back from making real changes to your finances and finally feeling confident. 


What Value Does Phillip James Financial Add?

  • Remove the stress of budgeting

  • Make better decisions with actionable data

  • Know exactly where every dollar goes

  • Feel confident in your finances