Sis, make peace with your money starting with your monthly budget

Are you waiting on your Boaz? Are you investing in yourself to make sure you're ready when your husband finds you? Has he found you and you're managing the money? If now is the time to invest in your financial health, you've come to the right place. Let us guide you through the process of creating a monthly budget that you can actually stick with and walk alongside you as you learn the money habits you wish your parents would have taught you. 

Book time on my calendar to talk about how we partner

• Learn all the components of a monthly budget that you can actually stick with
• Understand how your financial goals are reflected in your budget (e.g. emergency savings and retirement preparation)
• Past Spending Analysis to assess your current financial habits
• Adopt budget tools that make managing your budget easier
• Determine your debt free date
• Celebration and support as you build strong financial habits

• Be able to pass down healthy money habits to your kids
• Educate your less fiscally responsible family members on budgets 
• Start intentionally telling your money what to do each check
• Break the paycheck to paycheck cycle
• Understand where every dollar is going 
• Know how much you can spend without compromising your saving goals
• Create financial stability for yourself
• Be a good steward of your finances
• Learn from a money expert 
• Financial clarity, peace & freedom

$299 per session *12 sessions recommended

If when someone mentions budgets your thought is "Ain't nobody got time for that!" then we have the perfect solution for you. We know you work a billion hours each week and try your best to make sure you get your Peloton workout and family calls in. Let us take care of the tedious task of planning and tracking your everyday spending. Don't worry, Sis, we will provide you updates and recommendations based on the goals you are working toward. 

Schedule time to talk about how we can help support you

• Data analysis of past spending
• Recommended budget based on goals and spending habits
• Managing of monthly budget with bi-weekly updates
• Ongoing tracking of expenses
• End of month Reporting including Income vs Expenses and Net Worth Trend Report
• Trend & change recommendations based on personal spending or savings goals
• Monthly Progress Review Meetings
• Interface with other professionals on your team (tax CPAs, CFPs, attorneys, estate planners)

• Less time spent on managing your monthly budget and more time spent on earning it
• Peace of mind that a certified person is keeping an eye on your spending
• Complete visibility throughout the month on your budget 
• Simple end of month reporting to understand if you have enough money for future emergencies or extra contributions toward retirement
• Low maintenance option for maintaining a monthly plan for your money
• All by a Certified Public Accountant (CPA)

$399 monthly maintenance + waivable SetUp fee