What’s Included:
Full review of current financial position (income, expenses, debt, etc.)
Personalized monthly budgeting plan
Debt prioritization and payoff strategies (e.g. snowball vs avalanche)
Saving strategy for emergencies, short-term goals, and long-term investments
How to organize and automate bill payments and savings
Tips to increase income, reduce expenses, and negotiate bills
Tools and apps to make it easier (YNAB, Mint, Excel, etc.)
Optional check-ins for accountability or ongoing coaching
Outcomes:
Clarity on where your money is going
A realistic, personalized monthly budget you can stick to
A step-by-step plan to pay off credit card or loan debt
Financial breathing room and a sense of control
A stronger foundation for future goals like home buying, college planning, or investing
Peace of mind — with a system you can maintain
Who It’s For:
Individuals or couples who want to stop living paycheck to paycheck
Families looking to align their financial goals and reduce stress
Parents who want to model good money habits for their kids
Anyone who never got a “real” financial education — and wants to fix that now