Triumph Investment Advisory Group
  • New Cover Page
  • Home
  • Investment Advisory Services Financial Planning Services Retirement Planning Services Cash Management/Budget Services Financial Concierge Services
  • Our Mission
  • Investment Approach
  • Why Triumph
  • About
  • Contact Us
  • Appointment Scheduler
  • Client Login
Triumph Investment Advisory Group
  • New Cover Page/
  • Home/
  • Key Services/
    • Investment Advisory Services
    • Financial Planning Services
    • Retirement Planning Services
    • Cash Management/Budget Services
    • Financial Concierge Services
  • Our Mission/
  • Investment Approach/
  • Why Triumph/
  • About/
  • Contact Us/
  • Appointment Scheduler/
  • Client Login/
budget_services.jpg
Triumph Investment Advisory Group

Cash Management/Budget Services

Triumph Investment Advisory Group
  • New Cover Page/
  • Home/
  • Key Services/
    • Investment Advisory Services
    • Financial Planning Services
    • Retirement Planning Services
    • Cash Management/Budget Services
    • Financial Concierge Services
  • Our Mission/
  • Investment Approach/
  • Why Triumph/
  • About/
  • Contact Us/
  • Appointment Scheduler/
  • Client Login/

WHAT YOU CAN EXPECT

  • How having a budget will transform your life

  • Assessing where you are currently (cash flow planning)

  • Reviewing your credit report

  • Review all debt obligations, mortgage, auto, credit cards, etc.

  • Top 5 spending categories

  • Impulse buying analysis (understanding your behavior)

  • Understanding your needs and wants

  • Marriage and money (working together)

  • How much debt, i.e., house, auto, etc., is appropriate for a given income level

  • Reducing debt and keeping it that way

  • Saving as a percent of overall income

  • Reach your goals through a five step process

  • Focus on your strengths