Budgeting IS NOT a 4 Letter Word

Susie has been happily married for 20 years. Proud Mom of 2 grown kids. Servant Mom to 1 spoiled dog. Live in Oregon. Worked in the corporate world for way too many decades. Entrepreneurial by nature. Favorite hobbies-gardening, food preservation, kayaking, camping.

One of the frequent questions asked is "Why budgeting?” is her favorite topic! Her background includes 10 years of single motherhood with all the financial pressures thereof and later, 20 years in the financial-investment world. She learned some tricks in both arenas. Susie's desire is to help others take control of their finances and plan for their futures, more painlessly and intentionally. 

Susie wants us to understand where we’re at, and some of the reasons we got here (eg,past learned money skills).

She will help us determine where you want to go, money management-wise and she has some ideas on how to get there.  Susie's double goal is to have everyone get at least one nugget they can utilize for themselves, and to share with someone else.

What are three takeaways we can expect to learn? -

1. Why we get stuck on “budgeting”.
2. Budgets are not one size fits all. How to make one that works for you.
3. Accelerating debt payoff suggestions.

Handouts you will receive- 1. Learned and current money skills; 2. Income/Expense/Net Worth worksheets; 3. Budget worksheet.

Suzie Carter ~ Be Simply Successful

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541-990-2326