The Personal Financial Planner for Moms: Easily Track Your Money

There are so many choices when it comes to how you plan for and track your budget and personal finances. Digital tools, paper planners, keeping everything in your head (please don’t do this). A friend of mine has started following people on YouTube who make budgets look like scrapbooks! Whatever you can dream of, there’s a tool for budgeting and financial tracking to make it a reality.

At the end of the day, my recommendation as a financial advisor is to have a plan...any kind of plan. The key is to make sure it works for you. After all, if you don’t jive with the system you’re using, you’ll struggle, get defeated, and give up. That is the last thing I want you to do with your finances.

To that point, I learned that my people are not Excel people, so even though I would guide them through the process on the phone, they wouldn’t use the system to plan their finances on their own. What good is that! Further, they’d get incredibly frustrated...

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