Select Page

Creating a Savings and Spending Plan


Discovery Resource # E-29
Resource Topic: Wealth Management
Planning Tools: Exercise
Career Phase: Learn
Description: Budget your way to happiness and financial success!
Description:
Gain control of your financial life by creating a budget. Your budget will help you see where you are spending your money and where you can make adjustments to meet your financial goals. Remember, the numbers don't lie!

A budget will allow you to objectively evaluate your spending habits, plan for upcoming expenses and your financial future.

Budgeting also helps you distinguish between your financial needs and wants.
Objectives:
  • Develop a budget for their living expenses, entertainment, savings, emergency and retirement accounts.
  • Project a budget that includes expenses and dedicated funding lines/accounts
  • Develop a budget based on real world expenses and dedicated funding lines/accounts
Author:
Staff at Adventures in Medicine

Experienced recruiting and communications professionals collaborating with experts in the fields of medicine, work-life balance, law, human resources, finance, and personal and professional fulfillment.