Marotta Wealth Management, Inc.

Budgeting Tool

Whatever you call it - Cash Flow, Budget or Spending Plan - those who live without one usually end up living without. We enjoy helping our clients get a grip on their finances and implement a plan that will help them accomplish their goals.

This worksheet helps provide some starting values for a typical budget. Obviously your budget values may differ significantly from these.

Your Name:
Your Email:
To create a typical budget, please provide your average periodic take home income. This value of income is for the following period: Weekly Monthly Yearly Round to the nearest Dollar Penny
Take-home income for this period:

Featured column

Compute Your Net Worth Once A Year (2006-02-06)

Belated Happy New Year! Now that the confetti has been swept up and your head is a little clearer, how do things look? Specifically, now that you are a year closer to retirement, are you on track to meet your goals? Have you measured? What gets measured is more likely to be accomplished. Computing your net worth once a year is the first and most important step toward financial security.

Our goal is to
help our clients
meet theirs.