Personal Spending Plan

Do you struggle maintaining your budget? Try our Triple A Spending Plan! The Triple A Spending Plan allows clients to acknowledge their financial status, accept guidance, and put a plan in action as we take a look at your finances to customize a budget that will give you financial freedom and put you one step closer to your financial goals.

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Financial Records Needed:

- A list of monthly bills

- 2 Most recent paystubs

- 2 Most recent bank statements

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**DISCLAIMER**

Needed records are for client use only. Minor Bookkeeping asks each client to have these financial records accessible during the plan preparation.