Financial Planning Helena MT

Here are a few thoughts on dealing with job loss in Helena in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Janet Hedges, CFP®
(406) 442-1128
7 W 6th Ave Ste 518
Helena, MT
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Daniel L. Chamberlin, CFP®
(406) 442-1066
800 Sixth Avenue
Helena, MT
Firm
The Chamberlin Group, Inc.
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. Christopher A. Field, CFP®
(406) 443-6004
40 W Lawrence St
Helena, MT
Firm
The Investment Group

Data Provided by:
US Bank - Helena Office
(406) 447-5215
302 N Last Chance Gulch St
Helena, MT
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm

Wells Fargo - Helena Downtown
(406) 447-2221
350 N Last Chance Gulch St
Helena, MT
Type
Branch
Office Hours
Mon-Fri 09:00 AM-05:00 PM
Sat-Sun Closed

Mr. Peter Daniel Sullivan, CFP®
(406) 443-6300
111 N Last Chance Gulch St
Helena, MT
Firm
Sullivan Financial Group, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Bruce D Haswell, CFP®
(406) 447-2280
350 N Last Chance Gulch Fl 2
Helena, MT
Firm
Wells Fargo Private Bank

Data Provided by:
Wells Fargo - Helena East
(406) 447-2226
2950 Prospect Ave
Helena, MT
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Wells Fargo - Helena
(406) 447-2050
350 N Last Chance Gulch St 2Nd Flr
Helena, MT
Type
Private Client Services
Office Hours
Mon-Fri 08:00 AM-05:00 PM
Sat-Sun Closed After Hours call toll free: 1-866-460-8470

Wells Fargo - Helena Fuller Ave
(406) 447-2001
415 Fuller Ave
Helena, MT
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat-Sun Closed

Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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