Personal Budgeting Services

Achieve Financial Clarity

Our team of expert financial coaches are committed to working alongside you, or taking the reins completely to create a personalized roadmap to achieve your financial goals. Embrace the journey towards financial success and let us guide you every step of the way, with the perfect blend of collaboration and expertise.

Choose from one of our packages below.

youtube-video-thumbnail

Teach Me How to Fish Package

img_teachmehowtofish_v2

Whether you’re investing in yourself or you’re married and managing the finances, it’s always a good time to be more intentional with your money.

We're here to guide you in creating a monthly budget that suits your needs and is easy to follow. A financial coach will be with you every step of the way as you learn the money habits you wish your parents had taught you.

Don't wait – start building a better financial future today.

Package Features | Done With You

icon_checkmark

Gain insight into the necessary components of a monthly budget

icon_checkmark

Learn how to evaluate your previous spending patterns through a spending analysis

icon_checkmark

Establish financial objectives and develop a monthly budget

icon_checkmark

Create a strategy to save for emergencies and retirement

icon_checkmark

Incorporate budgeting tools to make managing your finances more manageable

icon_checkmark

Determine a date for becoming debt-free

icon_checkmark

Receive encouragement and support as you build sound financial habits

icon_checkmark

BONUS! Access 3 hours of financial fitness training modules to help guide you through the process

Package Benefits | Done With You

icon_checkmark

Instill healthy money habits in your children

icon_checkmark

Educate family members who struggle with budgeting

icon_checkmark

Take control of your finances by telling each dollar where to go

icon_checkmark

Keep track of where every dollar is spent

icon_checkmark

Determine how much you can spend without sacrificing savings goals

icon_checkmark

Create financial stability for yourself

icon_checkmark

Establish financial stability and become a responsible steward of your finances

icon_checkmark

Learn from a money expert who can guide you towards financial clarity, peace and freedom

This comprehensive package is available starting at $399 per session
Get started today!

Fish For Me Package

If you feel overwhelmed by the thought of budgeting, we have the perfect solution for you. We understand that you’re busy with work, family, and church.

Let us take care of the tedious task of planning and tracking your everyday spending. You can count on us to keep you updated and offer tailored recommendations based on your goals.

Don't worry, we've got your back.

img_fishforme

Package Benefits | Done For You

Give us 3 months of expense statements and your financial coach will:

icon_checkmark

Develop a thorough data analysis of your past spending, presented to you for review

icon_checkmark

Provide a recommended budget tailored to your financial goals and spending habits

icon_checkmark

Take charge of ongoing expense tracking

icon_checkmark

Receive weekly video updates and recommendations

icon_checkmark

Present end-of-month reporting including Income vs Expenses and Net Worth Trend Report

icon_checkmark

Meet with you quarterly to review progress and goal changes

icon_checkmark

Implement recommendations of other professionals on your team such as tax CPAs, CFPs, attorneys, and estate planners

Package Benefits | Done For You

icon_checkmark

Less time spent managing your monthly budget and more time spent earning it

icon_checkmark

Peace of mind that a certified person is keeping an eye on your spending

icon_checkmark

Simple end-of-month reporting that makes it easy to see if you have enough money for emergencies or extra contributions toward goals

icon_checkmark

Full visibility into your budget throughout the month

icon_checkmark

Convenient outsourcing option for maintaining a monthly plan for your money

icon_checkmark

All by a Certified Public Accountant (CPA)

Starting at $599 per month
Get started today!

The Right Package Depends
On Your Involvement

Discover the perfect financial coaching service tailored to your unique needs and preferred level of involvement.
Offering both "done with you" and "done for you" options.

Copy of Product Map Outline (2)

Discover the perfect financial coaching service tailored to your unique needs and preferred level of involvement. Offering both "done with you" and "done for you" options.

Still unsure? Schedule a FREE consultation, and our team will gladly assist you in determining the ideal service for your needs.

Take Your FREE Assessment

Determine how well you're managing your business finances