Summary of Classes

February 2008

We had a great turn out for our first class of the year!! Thanks to everyone that made it.
There were a few folks that were sick so we hope you are well again and ready for a quick lesson on what was learned during class.

Nothing....and I mean Nothing replaces coming to the classes. Everyone met the specialists that are teaching and many made their appointment with their finance person assigned to them to get things rolling.

The homework assigned was for you to take all your bills over the past 2 months and write out or do a spreadsheet of what came in and what went out. We call it a 2 month reverse budget.

You can go to the website to get the worksheets just click here on:

Budget Tools

...and print out the forms that you can use.

If you use some type of trademarked finance software that is fine, in fact Lacey suggested using some type of computer assistance.

But the overall Tip... Just start Budgeting with something!

I have also downloaded Lacey's talk that was transcribed on the site.

Lacy gave out CD's that review budgeting and make a great guide. If you would like one please contact her at: lacey.l.dorband@wellsfargo.com

Lacy is also available to scheduled some financial review appointments with our clients. If you would like her input, her assistance or just need a little boost please feel free to take her up on this generous offer. Here is all Lacey's contact information:

Lacey L. Dorband
Personal Banker
MAC: C7607-011
560 Garden of the Gods Rd.
Colo. Spgs., CO 80907
719-388-4597 fax: 719-528-4516
lacey.l.dorband@wellsfargo.com
call or email her to set up an appointment either before/after class or at her office.

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