Three Points Financial - Serving Clients from Colorado Springs to Denver - Fee-Only Financial Planner

Fee-only financial planner serving Clients from Colorado Springs to Denver, CO

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Cash Management

  • Do you know how much you spend each month?
  • If you suddenly had no income for 6 months would you be ok?
  • How would you change your lifestyle if you needed to save more to meet your goals?
  • Do you carry balances on your credit cards?

Budgeting is not an issue for everyone, but for some, hearing the word “budget” is cringeworthy. But all budgeting means is understanding what is coming in and going out of your household. It is developing a cash flow/spending plan.

We discuss good and bad debt, how much to set aside for emergencies, and if needed, gain control over spending and debt challenges.

Contact us for a no cost / no obligation consultation.

THREE POINTS FINANCIAL
15455 Gleneagle Drive, Ste 205
Colorado Springs, CO  80921
P: 719-495-7163

Financial Planning for Life

Cash Flow

Three Points Financial
Fee-only Financial Advisor serving clients from Colorado Springs to Denver.

Alliance of Comprehensive Planners

National Association of Professional Advisors

National Association of Tax Professionals

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