How can a financial planner help you?

Financial planning is done on an ongoing basis, while respecting your abilities and your priorities: life events are often unpredictable. A good financial action plan is adaptable and must reflect your aspirations and your reality. A financial planner helps you chart a course for your financial life. This ranges from budgeting to saving, reducing your tax burden and the financial legacy of your children. If you're thinking about hiring a financial planner, here's what you need to know.

How to plan your budget?

Whether you're looking to create a personal budgeting spreadsheet or just want to get a better understanding of money management, start with the steps I walk you through in this article. Even if you don't use a budget spreadsheet, you probably need a way to figure out where your money is going each month. Creating a budget with a template can help you feel more in control of your finances and save money for your goals.