Treasure Coast Financial

Budget Counseling

Less than 5% of the population uses a budget.  That helps explain why 95% of the population struggles with money.  Below, we have provided you with an Excel spreadsheet that you can download or view to help you set up your budget.  Simply enter your net income and your tithes and the spreadsheet will calculate recommended percentages for each budget category.  You can enter in your own budget numbers next to each category.  As you do that, each category will be added so you can see how your budget compares with the recommended budget.

Here you can view online, or download our Budget spreadsheet in Microsoft Excel format.  You may download this file and use it in your Microsoft Excel application.

Download the budget budget planner here

Would you like to speak with someone about to plan the right budget?

 

 

 

 

Treasure Coast Financial : 1803 S Kanner Hwy : Stuart, FL : 34994 : (772) 283-6342

Securities and certain insurance products offered through INVEST Financial Corporation, Member FINRA, SIPC and affiliated insurance agencies.

This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.


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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

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