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BUDGETING

BUDGETING

PERSONAL

Budgeting is an art that has been lost in recent generations. We live in a society where debt is rampant and fewer people know how to manage their money. I desire to see people, young and old, recapture their finances and their future.

Let's discover where you money comes from and where it's going - so that you can feel FREEDOM and CONFIDENCE in your finances.

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.

PLANS

All budgeting plans are customized to your specific needs. We will do a thorough review of your finances to makes sure that we create a plan that best suits you!

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BASIC

​This 3-Month plan includes:

  • Initial Meeting

  • Customized Plan

  • Budget Setup

  • 3 Monthly Accountability & Coaching Sessions (60 Mins)

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COMPLETE

This 6-Month plan includes:

  • Initial Meeting

  • Customized Plan

  • Budget Setup

  • 6 Monthly Accountability & Coaching Sessions (60 Mins)

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COMPLETE PLUS

This 6-Month Plus plan includes:

  • Initial Meeting

  • Customized Plan

  • Budget Setup

  • 12 Bi-Weekly Accountability & Coaching Sessions (60 Mins)

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