12-Month Budget
$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
“I have a budget, now what?” Your budget tells you what to spend, implementation tells you when to spend it. Implementation is the key to budgeting success. Whether it is a budget that you developed or one we have done for you, we will lay out the implementation over the course of one month. It will tell you exactly what to do with your funds every 7 days in order to keep payments on schedule and ensure that you don’t run out of money before the month is over.
BUDGET REPORT
a.k.a. “Where Did All The Money Go?”
Beginning at $750
Line-by-line report showing actual income and spending relative to your budget. Budget can be your own, or one we have done for you. These reports are essential as you work to change spending habits. They can also be celebratory in revealing a profit that you can apply to a goal you are currently working on, and affirming in showing that you are on the right path to having your money work in the way that you have decided on.
COACHING
Can be purchased in packages for discounted rate.
$150/hr for individuals & families
$300/hr for businesses
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.
SPECIAL REQUESTS
People often need help with things like 529 college planning, asset longevity (“Do I have enough money for the rest of my life?”), separation of business and personal financial activity, and so on. We can be very helpful with these kinds of questions and price the work on a case-by-case basis.
