Financial Planning

The first step to financial fitness is working out a plan (aka a budget), putting that plan into action, measuring your progress, and making adjustments as you go.

Budgeting is a skill that can help you make intelligent decisions with your money, ensuring that you spend less than you earn, preparing you for life’s curveballs, and funding your goals and your dreams.

The introduction of the 50/30/20 budget principle was in a book written by Elizabeth Warren and Amelia Warren Tyagi. It recommends you spend 50% on your income on needs, 30% on wants, and 20% on savings.

You can find more information on financial planning tips through the 50/30/20 principle in the video below.


You can begin your journey to financial healthiness by downloading and filling out this 50/30/20 budgeting spreadsheet.

To get in touch with a one of our knowledgeable professionals, contact Sunrise Wealth Management by filling out the form below.

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