...And the Money Will Follow
29 Ways in 29 Days to Change Your Finances Forever
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Forget About Your Budget!

My Spending Plan

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Spending for your Corner of the World

Total

Housing

 

Utilities

 

Food

 

Transportation

 

Emergency Fund

 

Insurance:

 

- Healthcare

 

- Auto

 

- Life

 

- Personal & liability

 

Debt

 

Education

 

Taxes

 

Health

 

Total:

 

 

 

Spending for the Future

Total

CEO Pay

 

Retirement Investment

 

Entertainment

 

Social Activities

 

Eating Out

 

Developing talents

 

Investing in Others (Charity)

 

Total:

 

 

Today, after recording where I will invest my resources, I will commit to investing the following amounts, no matter how small, to my “Spending for the Future” plan:
 

1.  CEO Pay                                                   $                                 

 

2.  Retirement Investment                   $                                 

 

3.  Excess Debt Payments                     $                                 
 


Tama Borriello’s
experience as an entrepreneur and a principal in two successful start-up companies laid the groundwork for her to put her practical experience in investment planning and wealth management to work as a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor for 10 years with a major national brokerage firm. Her focus is to help her clients shape their own vision for themselves and their families and help them achieve their vision. Tama is one of the founding members of a wealth management group comprised of a team of investment and financial planning professionals that offer services and strategies for families, trusts and companies throughout the Pacific Northwest. Tama also serves on the board of the East King County Estate and Trust Planning Council.  She graduated from the University of Washington with a Bachelor of Arts and is a board certified CFP®.  
Contact Tama

Tama Borriello, author of "...And the Money Will Follow; 29 Ways in 29 Days to Change Your Finances Forever" is a certified financial planner,
financial advisor in the  Bellevue and Seattle, WA. area.  Tama is a financial planner for women, specializing in finance planning for women.


 
 
 

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Tama Borriello, author of "...And the Money Will Follow; 29 Ways in 29 Days to Change Your Finances Forever" is a certified financial planner,
financial advisor in the  Bellevue and Seattle, WA. area.  Tama is a financial planner for women, specializing in finance planning for women.

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