personal finance services

  • Basic BUdget building

    Price: $20

    What you receive:

    - 1 Time Appointment

    - Physical Budget based on your personal needs. This budget will be a monthly, bi weekly, or weekly budget. You will receive electronic and physical copies.

    - Advice on how to improve your situation financially. (This will not include investment advice, as we are not financial advisors)

    This package is best for those without overwhelming debt, and just need some assistance budgeting their money moving forward. Together we will sit down and go over all your bills and your income. We will design a budget to help you with your living. We will help you start setting money aside for an emergency fund as well as education on retirement. Many people that have used this have realized that they have more money than they realize, just don’t manage it as well as they might have thought!

  • Budget + debt repayment plan

    Price: 30$

    What you receive:

    - Personalized Budget based on your expenses and income as a generalized budget

    - Personalized budgets for every month until you achieve your goal of paying debt off. This will include better methods to pay off debt, which debt to pay off first, how much to pay off, etc. You will receive copies of each budget for every month with the new numbers. You will receive physical and electronic copies.

    - Talk about debt repayment strategies and the best one for your situation, as well as how to avoid bad debt in the future.

    - Generalized Advice on how to improve your situation financially excluding investment advice.

    - 1 Free follow up appointment to ensure your staying on track, and make necessary adjustments to your budget

    Together we will sit down and look at all of your monthly expenses, income, and debt. We will create you a personalized budget for each month until you reach your debt goal, and a general budget for once you are at a stable spot. We will go over different debt repayment plans, as well as strategies and strategies to avoid this in the future. We will help you get started with an emergency fund, as well as education on retirement!

  • General Business Consulting

    Price: $50

    What’s Included:

    - Full breakdown including lists, charts and more over your personal spending, and spending habits.

    - Complete breakdown of all of your accounts, debts, assets and liabilities.

    - Personalized budget based on your expenses, debts, and income

    - Debt repayment plan including budgets for every month until your debt free.

    - 3 free follow up session to ensure success and make adjustments as necessary

    - Generalized financial advice on how to improve your situation (excluding investment advice)

    - Education on debt repayment strategies , and helping choose the method that will work best for your situation.

    This is the largest & best package we offer! We will completely go through all your personal finances, see where a majority of your spending is going, create budgets to help get you out of debt faster, and have a emergency fund saved up, get you set up to start savings for the future, retirement and all the fun future activities you want to do! This packages includes a binder of everything that go over, physical budgets and recommendations, a list of great resources and high yield savings accounts, as well as free follow up appointments to ensure your staying on track and make adjustments as life changes!