Just imagine the difference that creating your spending plan will make in your life:
For the price of a nice dinner or a concert, I will provide professional and confidential guidance as we create a spending plan which puts you in control of your money.
Are you ready to get started?
I will send you a detailed questionnaire and a financial worksheet to complete prior to us meeting. This allows us to make the best use of our time together! Once received, I review your documents and create a spending plan for you. We then schedule a 1-2 hour Zoom call. During our call we will discuss the spending plan, a plan to pay off any debt, methods to decrease your expenses, and more! I will send you the finalized spending plan (aka budget) we worked on during our meeting. You can choose to use the spending plan to move forward on your own or select a follow-up coaching package.
All communications are confidential. The fee you pay includes the time I spend reviewing the information sent in advance of our meeting.