One-on-One Virtual Budget Session

WHAT TO EXPECT:

After booking your session,

you'll receive video instructions for your PRE-SESSION task

Your pre-session task will involve looking at last month's BANK STATEMENTS

In your session, our specialist will discuss your FINANCIAL GOALS before reviewing your pre-session task results

Together, you will list all of your expenses, due dates, & payments amounts in a MONTHLY SPENDING PLAN SPREADSHEET expertly created by us

You will adjust your spending plan according to your GOALS & SPENDING HABITS

You will also list all of your debt and our specialist will help you formulate a DEBT REPAYMENT PLAN

Our specialist will teach you how to TRACK YOUR EXPENSES to stick to your budget throughout the month

You will review the PLAN and ask any remaining questions