From Spreadsheet Skeptic to Money Master, you’ll finally have financial peace of mind.
Imagine getting paid, knowing exactly where your money is going each month, and how to maximize you income to meet your dream goals. If you’re tired of wining it, avoiding your numbers, or feeling like you should know more by now. The Budget Book is designed to help you get organized and confident in your next financial steps.
I’ll turn scattered data into a plan you can trust.
Not just a spreadsheet, it’s high-touch financial support
Say goodbye to feeling messy and fragile. The Budget Book goes beyond the spreadsheet to meet you where you are on your financial journey. You’ll receive one on one support from me, your Financial Strategist to:
- Organize your expenses (no more forgetting to pay the bills or last minute thousand dollar accidents)
- Develop a monthly budget that analyzes your income against your expenses (aka where the heck is your money actually going)
- Align your goals with your income (think annual distributions or building out your dream support team at the office)
- Deliver you your Budget Book: an organized overview of your finances with detailed must-have information such as account numbers, policies, and key contacts
Just think, no more last minute shuffling through the filing cabinet come tax time or when a surprising emergency arises. You’ll be a money master.
This is for you if:
- You’ve made your business work so far, but it feels messy behind-the-scenes
- You’re so deep in the day-to-day that you can’t see the big picture
- You’re struggling to scale or even create business goals because you don’t know your numbers
- You’re hustling each month to produce more revenue yet your bank account still feels empty
- You’re CEO of your business, but you feel shame around not knowing your numbers
Financial Peace of Mind Investment: $1,250 – $1,500
For Personal Finance
While I primarily focus on businesses, I also offer services for individuals who want to gain control of their personal finances. This version is designed to simplify your household budget, track spending, and help you plan with confidence.
Interested in the Personal Budget Book? Let’s book a call to discuss how I can help.