1 on 1 Budgeting Session

Budgeting Sessions for Personal Finance & Money Management

You are here because you KNOW you want to become your best self and to do so you need to create a healthier relationship with your finances. The thing is if we are being honest...the lack of money isn't the issue, the problem stems from a lack of proper money management. And this is where I come in! This is how I will help you, in order for your to get the ball rolling and dive into financial success :

Sessions will be held virtually over Google Meets

Each session is 60 minutes long. Upon purchasing a budgeting session(s) you will be able to :

Package 1 ($110) :

- Complimentary 15-minute consultation via phone call

- Overview of Bank Statement(s): The client will have to provide their most current 30-day Bank Statement before the actual budgeting session.

- (1) 60 minute One on One Budgeting Session:

        - Outline spending habits

        - Outline actual vs preferred % ratio of expenses categories

        - Create a new budget

Package 2 ($200) :

- Complimentary 15-minute consultation via phone call

- Overview of Bank Statement(s): The client will have to provide their most current 30-day Bank Statement before the actual budgeting session.

- (2) 60 minute One on One Budgeting Session:

        - Outline spending habits

        - Outline actual vs preferred % ratio of expenses categories

        - Create a new budget

- Money management task customized to your financial goals (2 weeks later we will have the second budgeting session to assess)

Package 3 ($275) :

- Complimentary 15-minute consultation via phone call

- Overview of Bank Statement(s): The client will have to provide their most current 30-day Bank Statement before the actual budgeting session.

- (3) 60 minute One on One Budgeting Session:

        - Outline spending habits

        - Outline actual vs preferred % ratio of expenses categories

        - Outline of a new budget

        - Outline of a structured saving plan (will include sinking funds)

- Money management task customized to your financial goals (2 weeks later we will have the second budgeting session to assess.

-Customized savings challenge will be provided to help you meet your savings goals.

Package 4 ($400) :

- Complimentary 15-minute consultation via phone call

- Overview of Bank Statement(s): The client will have to provide their most current 30-day Bank Statement before the actual budgeting session.

- (4) 60 minute One on One Budgeting Session:

        - Outline spending habits

        - Outline actual vs preferred % ratio of expenses categories

        - Outline of a new budget

        - Outline of a structured saving plan (will include sinking funds)

- Money management task customized to your financial goals (2 weeks later we will have the second budgeting session to assess.

-Customized savings challenge will be provided to help you meet your savings goals.

-Weekly accountability check-ins ( 6 weeks)

Package 5 ($70) :

-Additional 1 x 60-minute One on One Budgeting sessions that can be added on top of any package if desired.