Making decent money but feel like you’re barely staying above water?
Every month you seem to have just enough to pay the bills & maybe a little left?
We can take a deeper look into your finances & see what’s actually going on. Help you gain control over your finances & ease the stress a bit.
We will discuss your money goals and create a new budget to help you meet your money goals. Also, share techniques & tips we use to help you implement & maintain your NEW budget.
Here's what the process looks like (once booked):
You will receive a questionnaire within 48 hours to fill out that will help us to formulate your current budget.
Once completed, we will have an initial call with you to discuss your money goals & review your current budget
Within the next 72 hours, you will receive a NEW budget with recommendations most suitable to attain your money goals
To wrap up, we’ll have a 30 minute call to review your new budget and discuss techniques to implement and keep you on track with your NEW budget.
Total Process Time: 1 - 2 Weeks (Depending on Availability)