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.
Whether you’re managing your household or running a business, 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 beach vacations 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.
Personal
This is for you if:
- You’re making money, but never feel like you have enough
- You dream of traveling the world, a second home, or paying for your kids college but you’re not sure you are saving the right amount
- You know how to pay bills, but you were never taught how to manage your money
- You’re sick of saying “but I’m just not good with numbers”
- You’re ready to stop worrying if you are spending too much without really knowing
Financial Peace of Mind Investment: $500
Business
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 Pease of Mind Investment: $750-$1250 depending on the size of your business