Helping the everyday person (YOU) reach their Financial Goals.
TYPE OF SERVICES
THE BASIC BUDGET |$75
"The Basic Budget" is not so basic- this is a customized budget that includes expenses and spending review.
BUNDLE OF 3 |$135
"Bundle of 3" The Bundle of 3 option includes the same service as "The Basic Budget" PLUS a customized savings plan as well as a customized repayment debt plan based on your needs.
THE FULL PACKAGE |$250
"The Full Package" aka "The I Want it All" option is a Four (4) week process where it also includes the other options (personalized budget, savings plan, debt repayment plan).
Services
FULL PACKAGE + 8 |$325
"The Full Package + 8" includes the same as the full package (option 4) but instead of a 4 weeks process, it will be 8 weeks (2 months) of us working one-on-one to achieve all of your goals and set you up for success.
EXTRAS |$15-$45
If none of the options I offer work exactly for you- you have the option of customizing the service so it can work for you. If you only want a the Savings Plan or Debt repayment plan you have this option.
BUDGET APP SET-UP |$10
I offer the option of setting up your personalized budget on a mobile app I recommend and will walk you through the process. The cost of this services is an additional $10 if desired.