Budget Development & Implementation

Service Description

This service is designed for individuals who need assistance in managing their income and expenses by budgeting. Step 1: Budget Development & Implementation Planning. We'll spend our initial 60-minute session understanding your financial well-being and goals. We'll define your personal financial goals as a means to creating debt repayment plan, saving strategy, and also take a look at your account management and banking systems. Step 2: During our second 60-minute session we will review your custom 12-month budget and implementation strategy. We will use your personal financial goals as the incentive to follow your budget and understanding the impact it has on your credit score and financial independence. Step 3: With your personal financial goals and budget in place, the remaining two 60-minute sessions include 1-on-1 financial coaching that coincide with your pay dates to ensure you are on the path to financial freedom. The last two sessions also include weekly check-in calls, unlimited email, review of monthly financial targets.