Financial Wellness – Creating a Monthly Budget

Welcome to Focused Wealth Management’s Financial Wellness Series. Charles Yarnold, AIF®, Managing Director of Retirement Plan Services, and Maria Manrique, Retirement Plan Service Associate discuss Creating a Monthly Budget.

If you have any questions regarding Creating a Monthly Budget email mmanrique@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-2193.



Focused Wealth Management • Fiduciary financial advisors serving Orange County, New York