Short and Long Term Financial Planning - Numerico

Short and Long Term Financial Planning Services | Numerico

When it comes to short and long term financial planning, you need clearly defined goals and a plan. After all, short term goals add up to long term goals. By sitting down with a professional and prioritizing your income, spending, and saving, you can make some new choices that make life easier today, tomorrow, and for the long term.

Personal Accounting Services in Livonia, MI

Numerico, a CPA located in Livonia, MI, offers personal accounting services as well as small business accounting services to clients statewide, nationally, and even internationally. What sets us apart is our ability to provide accurate, timely, cost-effective, and personal service tailored to each and every client.

Numerico PC logo | CPA Livonia, MI

Financial Planning

Short Term Financial Planning

Short term financial planning involves creating goals that are very clearly defined, with specific dollar amounts and time frames. Numerico helps structure your short term goals so that they support your long term goals. 

Once you commit to your goals, you will need to create a budget around your goals, not your spending. As you begin allocating cash flow to your budget items, plug in your goal commitments first, then allocate your remaining income to your spending categories.

Long Term Financial Planning

Achieving short-term goals requires a lot of discipline. Those who do well with it are more successful with their long term financial planning as well! 

Saving and budgeting can put a lot of pressure on your finances. As with any major undertaking, it is often easier to break a project down into smaller increments. Numerico, PC can help you define smaller, more frequent benchmarks that help you stay on track to achieve your long term goals.

Call Us Directly:

313.278.8030

PERSONAL ACCOUNTING SERVICES | NUMERICO | CERTIFIED PUBLIC ACCOUNTANTS LIVONIA, MI

Whether you are wealthy or not, personal accounting services are important for any family or individual. The team of professional accountants at Numerico specializes in helping clients with tax relief and estate planning. Some other personal accounting services we provide include:

For over 40 years, Numerico has been the go-to CPA in Livonia, MI, and the surrounding communities. From tax questions about charitable donations to elder care, we have you covered. Contact us today to schedule a consultation.

Numerico, PC | Livonia, Michigan | Financial Planning Services

Be where you want tomorrow by making good decisions today. Let Jay and his team at Numerico, PC help you achieve your financial goals with our short and long term financial planning services. Since 1980, we’ve been helping clients in Livonia, Canton, Dearborn, Van Buren Charter Township, Farmington Hills, Ann Arbor, Madison Heights, Westland, Novi, Northville, Plymouth, Bloomfield Hills, and Auburn Hills thrive financially, and we’d like to do the same for you.

Ready to get started with a Livonia, MI CPA? Contact us at (313) 278-8030 or click the button below to schedule a consultation. We look forward to serving you!

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