FA Essential Budgeting Tips for First-Time Planners.mp4

Essential Budgeting Tips for First-Time Planners
Welcome to today's video by Brandi Marek from Ferguson Alliance. This session is all about giving you essential tips for planning and budgeting for 2025.
Understand the organizational goals and your specific role.
Consider perspectives from customers and colleagues.
Seek advice from experienced individuals.
Analyze past spending to identify gaps and improvements.
Embrace planning and budgeting as a positive step towards future success.
ABOUT FERGUSON ALLIANCE
Ferguson Alliance is a boutique family business advisory firm in Houston, Texas.
Our mission is to help family businesses live longer by providing practical business advice from experienced advisors.
Check out our Ultimate Guide to Family Business Prosperity for dozens of resources about family business planning, succession, governance, financial strategy, team management, and leadership. No opt-in required.
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