Financial Library

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation:

Budget – Governments and businesses use budgets to properly allocate resources. It’s known as good business. A budget can help you figure out where your hard earned income is going and to identify ways to cut spending or increase savings.

It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial advisor regarding investment returns that can be generated on some spare cash that is not needed in the immediate future.