Spotlight on Budgeting

Learn the principles of budgeting including spending wisely, prioritizing needs and wants, tracking income and expenses and several methods that can be used to create a budget with Anna Bigelow McCarthy. 

This presentation is targeted at those who have or might someday need a special needs trust and/or SSI, although the principles apply to everyone.

Anna Bigelow McCarthy is Financial Literacy Coach with over 10 years of small business management experience and 7 years of one-on-one teaching, coaching, and mentoring experience.

Anna believes that every individual, regardless of age, should feel empowered to utilize their money to help them thrive. She partners with clients to not only manage their daily bills but also to address their larger business and household financial needs in order to create streamlined systems that allow her clients to open up time in their lives for the people and things most important to them.

When she’s not crunching numbers or coaching clients, Anna enjoys art, great reads, and strolling around her neighborhood with her dog, Lacey. She is an active member of her community. She currently serves on the JLA Trust Program Committee and volunteers with Children's Literature Council of Southern California. She has also volunteered with AYSO Region 13, the Pasadena Literary Alliance, and was a member of the Pasadena Advisory Council.