Do you know how much money you need to earn each month?

Do you have a goal for how much income you need to earn each month?

If you're an employee, are you using your resources wisely?

Do you know how much you should be saving each month?

Do you and your partner need help having a conversation about spending?

 

If you answered, "Yes" to any of the above questions, you need help knowing your numbers.

 

Book a one-on-one budget session with us. We'll go through what you've spent over the last twelve months and help you create your budget.

Here's what will go down:

  • We'll have a one-on-one session.
  • In the session, I'll show you what you actually spent over the last twelve months.
  • We'll use those numbers to project an annual and monthly budget together.
  • You'll know how much money you need to make to cover your monthly nut.
  • I'll run different budget scenarios.
  • We'll give you tools to help you keep track of your budget.
  • After your budget session, we'll schedule one follow up call to make check in on your progress.