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Get your money organized with a personalized one-on-one budget setup session.
During this 60-minute session, we'll review your monthly income, recurring expenses, financial obligations, and short-term goals to create a realistic monthly budget that works for your life.
You'll leave with a clear plan for where your money needs to go each month and a personalized budget you can begin using immediately.
This session includes:
Review of monthly income and expenses
Identification of major spending categories
Personalized monthly budget setup
Discussion of your immediate financial goals
Practical recommendations for managing your monthly cash flow
Your completed budget framework to use moving forward
Investment: $89 | 60 Minutes
This service provides budgeting education and organizational support and does not constitute financial, investment, tax, or legal advice.
Get your money organized with a personalized one-on-one budget setup session.
During this 60-minute session, we'll review your monthly income, recurring expenses, financial obligations, and short-term goals to create a realistic monthly budget that works for your life.
You'll leave with a clear plan for where your money needs to go each month and a personalized budget you can begin using immediately.
This session includes:
Review of monthly income and expenses
Identification of major spending categories
Personalized monthly budget setup
Discussion of your immediate financial goals
Practical recommendations for managing your monthly cash flow
Your completed budget framework to use moving forward
Investment: $89 | 60 Minutes
This service provides budgeting education and organizational support and does not constitute financial, investment, tax, or legal advice.