BASIC BUDGET PLAN

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"The Basic Budget" is not so basic- this is a customized budget that includes expenses and spending review. 


This service is perfect for the individual that want's to get started with their finances and finding out where their money is currently going. Learning about budgets and how they work and can work for you is the first step to taking control of your finances.


The Basic Budget is the beginning stage of your personal finance journey- if you don't know where to start- start with this service.

With this service you will receive:

  • 1 Hour initial consultation
  • Creation of a realistic monthly budget that aligns with your lifestyle.
  • The budget is broken down into a weekly or bi-weekly budget.
  • Full review of your expenses and spending habits.
  • Daily/Weekly Spending Tracker
  • 45Mins Final Consultation