PERSONAL FINANCE

 BUDGETING :The foundation of our service for individuals and families is the development of a budget which identifies ALL of your financial commitments for the upcoming year, included are fixed, variable, and occasional expenses, and then allocating them appropriately by month. This ensures that your income is sufficient to keep you in the black.  

THE BENEFITS: Financial Vistas' personal budgeting and cash management service helps you create and maintain successful budgets. Clarity is achieved enabling you to build up wealth, eliminate debt, and above all attain peace of mind with the knowledge that you are on the path to FINANCIAL STABILITY.

HOW IT WORKS: We begin by reviewing all your past expenses and income, then organizing it with our spreadsheets, giving us clarity on spending trends classified by categories, then our next step is setting up separate accounts for each spending category, with specific amounts , which help keep the budget  AUTOMATIC, just by checking into your accounts you get a clear picture where your budget is up-to.