Budgeting Tips to Help Organize and Manage Spending

By |2023-09-18T12:26:33-04:00September 10th, 2023|financial planning|

A budget is key to understanding and managing your finances. It can help you determine where your funds are going and if those allocations align with your short and long-term goals. If you’re new to budgeting or simply looking to improve your spending habits, these tips can help lay the foundation of solid money management. 1. Budget Variance Analysis One tried and true method used in business accounting is called a Budget vs. Actual report or budget variance analysis. Since businesses [...]

Choosing the Right Financial Advisor for Your Needs and Goals

By |2023-09-10T15:45:23-04:00August 30th, 2023|CERTIFIED FINANCIAL PLANNER™, financial planning|

Choosing a Financial Advisor Near Rochester, MI If you’re in need of financial guidance, you’re not alone. Many Americans incur costs, like fees or tax penalties, due to a lack of financial knowledge. Partnering with a financial advisor can help you manage those costs and can help provide you with the tools to build a path to your long-term financial goals. Just like your financial situation is unique to you, the services financial planners offer can vary based on their education, [...]

CERTIFIED FINANCIAL PLANNER™ in Shelby Twp., Davis Capital Management

By |2023-08-10T21:27:58-04:00August 8th, 2023|financial planning|

If planning your financial future has you overwhelmed with decisions, you’ve probably considered partnering with a professional. Not all financial designations are created equal. There are rigorous certification programs, and there are some designation-granting programs that can be completed in less than a week. In order to provide a high level of service, Davis Capital Management in Shelby Twp, MI is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with advanced levels of education. Here’s why a  CERTIFIED FINANCIAL PLANNER™ is recognized with high [...]

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