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Spending Plans: Your map to financial success - slides
by Katrina Boyer
August 11, 2022
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Spending Plans: Your map to financial success

This session will focus on the need for a spending plan so you can achieve your financial goals. We discuss the differences between wants and needs; setting “SMART” goals; creating a spending plan; putting the plan into action; as well as periodically reviewing goals and spending plans to ensure that you can stay on track. Key points will focus on personal budgeting but are easily adapted to meet business budgeting goals.
Topics covered:

  • Understanding the differences between needs and wants

  • Three budgeting strategies to choose from

  • The importance of finding what works for the circumstances and sticking to it

  • Annually reviewing your budget needs and adjusting accordingly

About the author
Katrina Boyer
Katrina Boyer is the Investor Education Coordinator for the Pennsylvania Department of Banking and Securities.
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11 Welden Drive, Suite 100
Doylestown, PA 18901
(215) 943-8850

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