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SERVICES

Spending Strategies

Want More Life from the Money You Already Have?

Time and time again, we meet with new clients that are earning good incomes but are struggling to meet their financial goals.

They want a plan that will keep them on track and is simple to follow.

If your expenses and debts are keeping you from living the life you want or you’re living to pay cheque to pay cheque a spending strategy can help.

Our Spending Strategy™ Process:

STEP 1

ASSESSMENT

STEP 2

PLANNING

STEP 3

IMPLEMENT
Step 1 - Assessment

What are your financial goals?

An assessment of your current finances will help us evaluate the starting point for reaching your goals with a Spending Strategy.

Step 2 - Planning

Your Spending Strategy is the plan that will keep you on track.

Are you aware of how much money you’re earning and spending each month? Having you look at this before your first appointment is important for creating an effective Spending Strategy.

Unlike a traditional budget, your spending strategy will have some flexibility with how you save and spend your money.

Step 3 - Implement

Our Spending Strategy plan will provide you with:

  • A written document that includes  recommendations and a detailed plan to reach your short and long term goals with specific timelines
  • Clear advice on spending and debt repayment
  • An annual review of your spending strategy to keep you on track

Liz M.

If you are new to investing for your future or if you are closer to retirement I highly recommend Buss Financial. It is so nice to deal with a company that cares about not only our investments but in us!! They are friendly, knowledgeable and listen to what your goals are so you can achieve them! Can’t say enough about them. They are awesome!

Karen E.

Tammy and her team give the highest professional investment and money management advice I’ve ever experienced over the years. I wouldn’t have the financial freedom I now have without them. Thank you for all you do Buss Financial Group!

Lori D.

My husband and I recently moved all our investments to Buss Financial. Tyler has been exceptional to work with. He explains investment strategies and answers questions thoroughly, yet in a simple to understand way that is interesting. This business is well organized, electronic signatures are sent in a timely fashion, and updates are communicated clearly and promptly. I am very impressed with my experience with Tyler and the entire team at Buss Financial. I highly recommend their services to anyone looking for professional advice and a relationship with the same people, which you cannot find often in the transient world of investments, where advisors can often change, especially at banks.

Ronald Y.

Buss Financial is a great place for all your financial needs. My wife and I have been going to them for years and always receive an excellent customer experience. The business is built with strong leadership and culture and their team members are amazing. They help us invest, save and plan.

Kent U.

Working with Buss Financial Group has been outstanding! They have helped us financially plan for the arrival of our daughter. This has really helped put our minds at ease that finances will not be a stress all the while helping us continue to work toward our other financial goals! We can really thank Buss Financial Group and their staff for the caring support as we continue to plan for our growing family’s future!

Craig L.

Everyone at Buss Financial has been exceptionally helpful in organizing our family finances and estate planning. A complete look at the existing situation and thoughtful dialogue to understand future goals helped facilitate a simple and comprehensive financial plan.