BUDGETING

Step 1 

Initial Meet Up

To start, let's chat! Who are you? What motivates you? What are your goals and dreams? When you hear the word "budget", what does it make you feel?

I want to discover your values and pain points so that we can make a plan to get you on track. 

Step 2

Create A Plan

We all think differently and I know that! After our initial meeting and a client questionnaire, I will create a customized plan specifically for you, taking into account how you think, how you organize, and what motivates you.

Step 3

Monthly Accountability

Even with our best intentions, change doesn't often come without accountability. I will be your accountability partner.

Each month, we will sit down and review the previous month. We'll look at where you succeeded, where we need to make adjustments, and progress towards your financial goals.

Step 4

Longevity

I don't want short-term change - let's talk about longevity. As you grasp your monthly budgeting, we also want to make sure that these changes stick. We'll talk about what you need to do to keep your finances in order, what values, beliefs, or mindsets drive your financial decisions, and how to keep you debt-free.