If you want flexibility and balance in your life, you need to choose where you spend your money.

Small choices in your budget today can make a big difference in your retirement.  People underestimate what they spend now and as a consequence underestimate retirement spending.

See if your spending is lining up with your true values in life.

Take advantage of a free budget analysis today!

Download and complete my Budget Calculation Worksheet and Financial Planning Questionnaire to get us started. 

Email your completed forms to: rstewart@osaicwealth.com