How It Works
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Step 1:
Free 10 Minute Video Call
Step 2: Choose Your Plan
If You Already Have A Good Idea Of Your Spending Habits and Just Want To Get More Organized With A Custom Budget
If You Would Like Extra Help Analyzing, And Categorizing Your Spending. PLUS, You Want Spending Issues Highlighted And Potential Decisions for Improvment Included
Step 3:
Fill Out A Budget Information Form
Step 4:
Upload Bank / Credit Card Statement Information For Detailed Spending Analysis
*Using a CSV file, which omits all personal information*
What You'll Receive:
#1
An Organized and Categorized List of all your Spending
#2
A Clear and Current Snapshot of Your Income and Expenses
#3
A Custom Budget With 12 Spending Categories
#4
A Step By Step Video That Shows How to Edit Your Budget
#5
A Step By Step Video That Shows How to Track Your Spending Using Your Budget
#6
Ongoing Email Support for Budget Questions
#7
Charts That Visually Display Your Spending During The Last 3-6 Months
#8
A List That Highlights Areas of Spending Concern
#9
A List That Presents Clear Decisions Available to You to Improve Your Financial Situation
#10
Ongoing Budget Coaching
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