Potter Varley
Mortgage Loan Originator
Call today at
314-393-0071
Get Started

Take Control of Your Finances

Whether you’re embarking on the path to financial independence or looking to improve how you manage your money day-to-day, gaining control over your finances doesn’t have to be overwhelming. 

Many people assume that financial success requires a complete lifestyle overhaul or expert-level budgeting skills, but that’s far from the truth. In reality, a few small, intentional changes can make a big difference. 

From tracking your spending habits to automating savings and identifying areas to cut back, these effortless adjustments can help you build confidence, reduce financial stress, and start making real progress toward your goals. In this post, we’ll explore easy, practical strategies that anyone can implement, no matter where they’re starting from.

Here’s a list of easy, practical financial strategies that anyone, regardless of income or experience, can start implementing today to take better control of their finances:

  1. Track Your Spending

Before you can manage your money, you need to know where it’s going. Use a budgeting app, spreadsheet, or even pen and paper to track every expense for a month. This awareness alone can highlight unnecessary spending.

  1. Create a Simple Budget

Don’t overcomplicate it. Start with the 50/30/20 rule:

  • 50% for needs (rent, groceries, utilities)
  • 30% for wants (entertainment, dining out)
  • 20% for savings and debt repayment

Adjust the percentages to suit your lifestyle, but having a guideline helps create structure.

  1. Automate Your Savings

Set up automatic transfers from your checking account to a savings account right after payday. Even small amounts ($10–$50 per week) add up over time and help you build a financial cushion effortlessly.

  1. Cut Unused Subscriptions

Audit your subscriptions—streaming services, apps, memberships—and cancel those you rarely use. This can free up money without impacting your lifestyle much.

  1. Use Cash or Debit for Non-Essentials

If you struggle with overspending, try using cash or a debit card for non-essential purchases. It creates a natural spending limit and makes you more mindful.

  1. Set a Weekly Spending Limit

Instead of budgeting monthly, give yourself a realistic weekly spending cap for discretionary expenses. It’s easier to stick to and less overwhelming to track.

  1. Start an Emergency Fund

If you don’t have one yet, aim to save $500–$1,000 as a starter emergency fund. It provides peace of mind and protects you from going into debt for unexpected expenses.

  1. Pay More Than the Minimum on Debt

Even an extra $20 a month toward credit cards or loans can save you interest and help you pay off balances faster. Set a small goal and increase it as your budget allows.

  1. Round Up Purchases to Save

Use apps or bank features that round up your purchases to the nearest dollar and transfer the difference into savings. It’s painless and builds savings in the background.

  1. Set One Clear Financial Goal

Whether it’s paying off a credit card, saving for a trip, or building an emergency fund, having a clear, motivating goal keeps you focused and makes budgeting feel purposeful.

Stay informed in
our Learning Center

Visit Learning Center

Possibility starts here.
Get approved for your mortgage.

It may be hard to believe, but in just a few clicks, a new home or mortgage savings could be yours. Whether you’re looking for a rate that works for you or searching for your local branch, there’s no commitment. Get started today!