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Your specific guide to building a budget everyone can understand.

There are so many tips, tricks and hacks online when it comes to budgeting your money but almost no one is specific about the actual numbers. Tips are great, but let's get down to business. 

• How does America budget and how do you compare?
• Exactly what numbers do you use to budget for a house?
• Exactly how much to spend on a car so you are never upside down on a car again.
• How to divide the savings portion of your budget?
• How much for an emergency fund and exactly how to get there.
• How to budget so the whole family feels motivated, not restricted.

"When we're done with this class you will have a clear and specific understanding of exactly how to setup your budget. Best of all I'll keep it simple and break this down so even the novice will want to start getting their dough straight." - Dustin Tibbitts

When? On demand
Cost: $65*
Links to videos of each segment also included

*Free for funded clients of jazzWealth
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Bonus! NestEgg Included

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Your entire NestEgg

Get the same complete, customized financial portal our clients get to use. Add all your accounts, track spending and budgets, set goals and so much more.
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Your Investments

Easily see how you are investing. Link your workplace plan such as a 401k, or your personal IRA's or Roth IRA. Clean clear picture of how your NestEgg is doing.
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Other Important Steward Partners Disclosures
Jazz Wealth Form CRS as of 11/20/2024
Form ADV Part 2A as of 04/14/2026 

Steward Partners Form CRS
Custody and Data Provided By:
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Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.​

Regulatory Information & Disclosures
Important Disclosures

© Copyright 2026 Jazz Wealth Managers, Inc.

  • Home
  • Services
    • How we invest
    • Rollovers
    • chat with jazz
    • Resources >
      • Retirement Investing
      • Personal Finance Investing
  • Client Center
  • Invest Now
  • SP Risk Update