Budget Coaching




Think of your budget as your roadmap to financial success.  Here are just a few benefits:

  • You control your money, your money doesn’t control you. Tell your money where to go each month instead of wondering where it went.
  • You feel secure in knowing that you have a sufficient emergency fund to cover unexpected expenses or loss of income
  • You feel confident about when you can afford to make your next major purchase without guilt or regret
  • You’re putting your money to the best use to achieve your financial goals

If that sounds good, here’s how budget coaching works:

  • We review your spending and savings habits and define your financial goals
  • We create your budget and track your progress in a secure personal financial website- no spreadsheets needed!  Access your website anytime, anywhere.
  • We meet briefly throughout the year to ensure you stick to your budget.  You don’t have to go it alone- I’ll be your accountability partner to help you stay on track. Call or e-mail me anytime with questions

Pricing:  There is an initial fee for budget creation and a monthly fee for ongoing guidance.

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