Should I Budget?!

Key Takeaways

• Budgeting creates clarity, flexibility, and confidence—not restriction
• Two approaches work: traditional budgeting (track spending) and reverse budgeting (save first, spend the rest)
• The 50/30/20 framework is a simple starting point, not a rigid rule
• Time is your most valuable asset—saving earlier matters more than saving more later
• Small, consistent savings can compound significantly over time
• Automating savings helps balance living well today with long-term financial goals

About this webinar

In this webinar, we go on a financial journey where we discuss various types of budgeting along with trusted tips and rules to live by.

Julie Meissner CEO and Founder
Julie Meissner
Founder & CEO
Julie is a founding partner of Treehouse Wealth Advisors, where she leads strategic growth, client engagement, and advisor development. She created Treehouse Wealth Advisors to establish a firm that empowers clients to invest their time and assets purposefully and employees to inspire one another to reach their full potential. She is focused on helping both clients and employees on their path to create and live a meaningful life.
Stacey Chin is a Private Wealth Advisor and CIO at Treehouse Wealth Advisors
Stacey Chin, CFP®, ChFC®
Private Wealth Advisor & CIO
Stacey Chin brings her experience in wealth management and financial planning to Treehouse Wealth Advisors. Stacey manages individual, customized portfolios structured to help her clients reach their financial goals.

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