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Getting Started with Pay-Yourself-First Budgeting
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A overview of the Pay-Yourself-First Budgeting Strategy and a 4 Step guide to help you get started
Menzie & Associates
Our commitment revolves around offering customized Advice, Consultation, and Setup services to First Time Investors.
Consultative Approach
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Financial Consultations
If you’ve never invested in the stock market before, it can feel overwhelming, confusing, and even scary. That’s why our consultative approach is designed to give you the confidence and knowledge you need to take action.
Clear Explanations
We take pride in the clarity and quality of our explanations. We understand you like to be talked to and engaged with. This is why we use relatable analogies, everyday language, and simple visuals to introduce concepts like time value of money and compounding interest.
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Setup-Oriented
We know that many people just need reassurance, or their questions answered. However, when it comes to finances (just like the gym) talking about doing something isn’t actually doing something! This is why we are setup-oriented, so you’ll have the results you want too.
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Fun & Engaging
We believe that working with a Financial Advisor can be both a productive and fun experience. We get this stuff is serious, but at the same time, we don’t take ourselves too seriously. This is why we try to incorporate a healthy dose of fun and humor into everything we do.
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Planning for the
Uncertain
Has uncertainty about the future been keeping you stuck in place? If so, you’re not alone. That’s why our planning process, combined with focus on long-run patterns, is designed to give you the reassurance and clarity you need to start investing.
Our Partner Network Leads the Way
If your budget, bills, taxes, or income are preventing you from getting started with investing, our collaborative Partner Network of Tax Advisors, Insurance Agents, Career Coaches, and other Service Professionals can lend a hand.
“Working with David and his Partner Network has been an absolute game-changer for my financials. Their collective expertise and personalized approach transformed the way I navigate the market.”
Katie M.
Speech Language Pathologist
Don’t Miss Out (on Compounding)
We are the one-stop-shop for First Time Investors
You’ve made it this far. Now it’s time to take the next step!
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Email Us Directly
There’s a first time for everything, and investing in the stock market is no different. Please reach out whether you have questions, need guidance, or seek personalized solutions.