This service is for clients that are working an existing budget but are not getting the desired results. Or for my past clients that have had a life change such as job gain or loss, a new debt to budget or an old debt to be removed. I offer an hour one on one time, to review the budget and to discuss new goals and suggest changes. This service includes all that is offered in my “Monthly Budget Management” service, for the month in question. This allows me to stay connected to the client while they adjust and get used to the newly implemented changes.
*All financial information will be kept strictly confidential and returned to the client with newly created budget. My clients are also requested to provide blacked out copies of bills and accounts, as all I require to create a budget are the company names, balances, minimum payments and interest rate.
** At this time I do NOT offer any tax prep, investing or retirement planning advice or coaching.
Personal Finance, Budget
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I am a student of life who has lived though divorce with kids, here to help guide others the ruins.