Change your behavior and transform your life.
For many families, developing and executing an effective budget can be daunting. I can help.
Budget Basics | 90 minutes | $100
This budget session will provide you with a comprehensive view of your current budget situation to kick-start a new and healthy approach to your finances.
What you bring: Your binder, pile of bills, list of account logins, and a willingness to be completely open and honest about your spending habits.
What I bring: An MBA in Accounting and years of maintaining our families budget through layoffs and promotions, commissions, salary changes, and tenacity for digging deep and getting the hard work done.
What you get: A comprehensive digital plan which can be printed, updated, and maintained throughout the year, adaptable to life's changes.
Premium Budget Services | $200
Want to go a step further? Our Premium Budget Services include the Budget Basics as well as:
- Online Budget Tool Set-up | 60 minutes
This hour-long session will be focused on connecting all of your accounts digitally. We use a variety of free online tools and our expertise at setting them up for your ease of use. This is perfect for those not willing or able to find the time to log in to all of the things.
- Coaching Session | 30 minutes
We will set up a follow-up coaching season (30-60 days after the initial meeting) to help keep you accountable to your plans. This session is meant to dig deep into the data and point out areas that you may not see or want to see.
The other stuff:
Payment: Payment should be sent via PayPal firstname.lastname@example.org or paid directly to Jennifer via cash/check. Payment must be received in full to secure your session date.
Scheduling: Our meeting times are flexible we ask that all financially responsible parties in the household be in attendance.
Privacy: We have a standard non-disclosure form we provide to help give you peace of mind that your information stays private.
Cancellations/Refunds: Life happens - we will allow a single rescheduling of your session due to emergencies, but otherwise no rescheduling or refund will be provided. Sessions must be booked with-in 90 days of payment.