Budget Consultation
Personalized Budget Planning Service
Take control of your finances with a customized budgeting plan designed specifically for you or your family. As a licensed financial coach, I offer two 30-minute one-on-one calls to help you create a budgeting system that fits your lifestyle and financial goals.
What You’ll Get:
First 30-Minute Call: Financial overview & goal setting
- We’ll discuss your income, expenses, financial habits, and short- & long-term goals.
- Identify challenges and opportunities to improve your financial health.
- Begin structuring a budgeting plan tailored to your needs.
Second 30-Minute Call: Finalizing & optimizing your budget
- Review the proposed budget and make necessary adjustments.
- Explore strategies for saving more, reducing debt, and increasing financial stability.
- Receive personalized tips, tools, and resources to help you stay on track.
Who Is This For?
Individuals looking to improve their money management.
Families needing a structured financial plan.
Anyone struggling to balance income and expenses or save effectively.
Why Work With Me?
✔ Licensed Financial Coach with years of experience in financial literacy and coaching.
✔ Customized & Actionable Plan tailored to your specific situation.
✔ Practical & Judgment-Free Guidance designed to help you succeed financially.
This service ensures you walk away with a clear, structured budget and a plan for financial success. Plus, all proceeds go toward supporting MyMomentous, helping more individuals gain access to financial literacy education!