Helping clients manage their overall financial Health

Have you ever noticed that no matter how much money you seem to make there is never enough?

 Do you wonder why you never seem to get ahead financially?

 Have you ever taken an assessment of your relationship with money?

Let's take a look together, we can diagnose your financial healthy and develop a plan of care for it  or to treat it if needed.

The Consumer Credit Counseling Service came up with these recommendations for where a healthy budget should be:

Housing . . . . . . . . . . . . . . . . . . . . . . . . . . 20-30%
Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7%
Food . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-20%
Transportation . . . . . . . . . . . . . . . . . . . . . 6-20%
Medical . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8%
Clothing . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4%
Invest/Savings . . . . . . . . . . . . . . . . . . . . . 5-10%
Debt Payments . . . . . . . . . . . . . . . . . . . . . 15-20%
Misc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-10%

The totals of the above are:  74% to 139%, which can be a good indicator of your financial health.

Linda.randall@carteretmortgage.com

 

 

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Linda Randall

Attleboro, MA

More about me…

Gaudreault Mortgage Group Inc

Address: 21 Park Street Suite 215, Attleboro, MA, 02703

Office Phone: (508) 222-5955 x 101

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