This service is for clients looking to create and follow a detailed personal/family budget. I offer these clients an hour to hour and a half of my time one on one to discuss goals, current spending habits and any issue or concerns. During this meeting I would collect a detailed list of every credit card, car loan, line of credit, and student loan with balances. I also collect a list of all income and personal savings amounts. I take all this information and work on creating a sample budget. We will then meet again one on one to go over this new budget and make any needed edits. I will also be coaching my client on how to manage, update and most important stick to the budget to get the maximum effect.
• This Service works best with an added 6 months (minimum) of my Budget Management Coaching Service
*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, Budgeting
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I am a student of life who has lived though divorce with kids, here to help guide others the ruins.