Focused packages
Focused Packages
Budget Package
Understand the components of a budget (income, fixed expenses, variable expenses, irregular expenses, and savings). Learn how to build a sustainable and flexible budget. Receive my free Money Savings Tips Handout. Includes Goal Setting Worksheet and Understanding your Money Personality.
*Requires client(s) to conduct or recreate a 1-month spending tracker
*Includes 3 sessions and a complete 12-month budget
Additional Add-ons:
Budget Coaching: We will have a 30-minute phone call once a week for 4 weeks (1-month budget cycle) for extra guidance and accountability while implementing your new budget; includes help with your weekly bill payment schedule and possible adjustments.
Debt Analysis & Elimination Plan
Complex Savings Plan
Debt Analysis & Elimination Plan
You will complete my Debt Worksheet. Then we will look at your available funds and analyze other areas in your budget to free up additional funds to put towards your total debt. I will create a debt elimination plan with several options. Finally, we will incorporate it into your new budget.
Complex Savings Plan
Do you want to save for a large purchase, your child’s college, or retirement? We will discuss various savings options and strategies. You will outline your vision and goals. Then we will create a savings plan that you can take and implement into your existing budget with your available funds.
Credit Report & Credit Score
You will learn what a credit report is, what it contains, and how to get errors resolved. I will tell you how to get your three credit reports for free. I will conduct a comprehensive review of your credit report from one of the credit bureaus. You will also learn the components of your credit score, why good credit is important, and how to build and maintain good credit.
Net Worth Statement
Learn what a Net Worth Statement is and why it is important to create and monitor yours. I will help create your first one and teach you how to update it annually.