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With You Every Step of the Way…

At the very basic level you should understand the need for, and value of a spending plan… your road map for telling your money what to do over the short and long term. At its simplest, a spending plan lists how much income you have coming in, compared to what’s going out each month.

However staying focused on your financial goals can be difficult. You know what they are. And you know you’ll be better off if you stick to them. But you also have a lot going on in your life, and it can be hard to remain dedicated to something just floating around in your head. We can help…

If you’re feeling frustrated know that you are not the only one struggling with a lack of focus. People interested in improving their financial health understand they need short and long-term financial goals. But many also lack the motivation to focus on their goals and struggle to make progress with their finances.

We can assist you in creating that financial mission statement; a goal-based plan. A financial mission statement helps you visualize your financial goals and reminds you why you’re looking to accomplish them. With a financial mission statement as a constant reminder of what you want to accomplish and why it’s important, you’ll face daily decisions affecting your finances with a new attitude.

Are you an HR professional? Are you interested in offering a financial literacy program to your company employees? Ask about our educational service, it was developed too support our commitment to the organization below, and it’s free…

Member, the Association for Financial Counseling and Planning Education (AFCPE)
As a non-profit organization they are dedicated to promoting financial education through multiple channels. Although focused more on the challenges of everyday financial life, they do resemble the CFP® Board in both purpose and practice.

AFCPE brings together research, education and practical experience, and supports the profession through comprehensive training, professional development and high-quality resources to help improve the financial well-being of individuals and families. For over 30 years they have worked with the government, the military and a wide range of agencies to set policy. And, continue to collaborate with local practitioners that share their values and vision. Through membership and donations we proudly support the AFCPE mission.


**Service Disclosure**
This website does not consider any specific objectives or circumstances of any particular individual, or suggest any specific course of action. Decisions should be made after consulting with a professional regarding your specific objectives and circumstances.

The author of this website is registered to transact business in the following states…
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Abacus Personal Finance an Independent Entity Not Owned or Operated by SA Stone Wealth Management
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securities products and services offered through
SA Stone Wealth Management - 2 Perimeter Park South Ste. 500W Birmingham, AL. 35243 (888) 404-2941
A Registered Broker-Dealer Member FINRA/SIPC

Content was developed from sources believed to be providing accurate information. This material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All content presented on this website is for informational purposes only. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Providing said information does not, in any form, oral, written or otherwise, create, establish or develop a relationship between Abacus Personal Finance or its affiliated third parties with the reader of material presented herein.

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