One -on -One
Can your finances use a little straightening?
If the answer is yes, then start with the one-on-one 30 minute consultation.
The consultation may consist of a review of new or existing concerns that may have an impact on your financial situation. I will give you my recommendations and strategies that I live by and follow daily. You will be able to use these tips and techniques right away.
If we're a good fit for each other and you would like to work with me further check out the two packages I offer below.
Our Accountability Package is designed to help clients take control of their finances and achieve their financial goals. With this package clients will receive personalized support and guidance to ensure that clients stay on track and make progress towards their objectives.
Our package includes:
A comprehensive financial assessment to identify areas of improvement and potential savings.
Regular check-ins and progress reviews to monitor progress and make adjustments as needed.
Customized action plans and strategies to improve financial habits and reach specific financial goals.
A commitment to complete accountability and transparency throughout the entire process.
With our Accountability Package, clients can enjoy peace of mind knowing that they have dedicated support to help them achieve their financial goals."
Our Budget Creation Service is the perfect solution for anyone looking to take control of their finances and start saving money. We will work with you to create a customized budget that fits your income, expenses, and financial goals.
Our service includes:
A comprehensive review of your income and expenses to understand your current financial situation.
A customized budget plan that takes into account your unique needs and goals.
Recommendations on how to reduce expenses and increase savings.
Regular check-ins to monitor progress and make adjustments as needed.
Ongoing support and guidance to help you stay on track and reach your financial goals.
With our Budget Creation Service, you will have the tools and support you need to take control of your finances and start saving money. We will work with you every step of the way to ensure that your budget is realistic and achievable.
I can't wait to help you along your financial journey. Talk to you soon,