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  • Writer's pictureChetara

Financial Tips

CB Financial is here to empower you to achieve your financial goals! Below is a 3 step process you can implement today to get closer to your financial goal.


  1. Track Your Spending. There are hundreds of apps that automatically track your spending. If you're a pen-and-paper person, there are budget planners you can you use to help as well. If you enroll in our financial coaching program, you'll receive one-on-one advice on tracking spending to help you make better decisions.

  2. Create a Budget. This is easier said than done. Let's be honest- budgeting is tough! Life throws curveballs all the time and you want to be prepared for whatever comes along. Our coaching program develops a budget for you based on your goals and wants. We also provide a step by step guide and action plan to accomplish your goals.

  3. Build Up Savings. Start by creating an emergency fund, saving at least 10-20% of your take-home pay. Every penny counts! You need at least 6 months of expenses saved. Remember: Don't use it unless it's an emergency!


Connect with us today to begin your journey!



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