Budget Package
$550 (families, large budgets)
$400 (individuals, small budgets)
$250 (students/youth)
The foundation of our service for individuals and families is the development of a budget that identifies ALL of your financial commitments for the coming year, allocates them appropriately by month and makes sure that your income is sufficient to keep you in the black. We work with you to get to a bottom line each month that is break even or positive, either by reducing expenses or identifying strategies to boost income.
BUDGET IMPLEMENTATION
Starting at $250/month – Full Service – Family
Starting at $150/month – Full Service – Individual
Starting at $115/month – Basic Plus Service
Starting at $49.99/month – Basic Service
This is where the rubber hits the road. And where the stress and guesswork typically associated with personal money management goes away. We provide you with a weekly spending plan that includes a forecasted balance of your bank account. Just follow the spending plan each week, and you’re done. This weekly cash to-do list navigates you through the entire month by balancing your available cash with your budgeted expenses, and tells you exactly when to pay what. Except for Basic, this option includes recurring coaching.
Coaching
Can be purchased in packages for discounted rate.
$150/hour
We have been providing remote coaching for over a decade, using phone, FaceTime, Skype, and Zoom. We connect with you in whatever way you are most comfortable. Billed in one-hour segments, these coaching sessions are a great way to review financial goals, questions, and priorities and to help determine the best financial path for you. Our main focus is helping you to achieve financial stability so that your life goals are within your reach.
