Spending Pattern Audit
A thorough review of your past three months of transactions to identify where your money actually goes. We categorize expenses, highlight potential areas for adjustment, and provide a clear visual breakdown of your spending habits.
Personal Budget Coaching
Monthly one-on-one sessions where we work together to refine your budget, address challenges, and celebrate progress. Includes email support between sessions and custom resource materials tailored to your situation.
Expense Tracking Setup
We create a personalized tracking system that fits your lifestyle, whether you prefer digital tools, physical notebooks, or a combination. Includes setup session plus two follow-up calls to ensure the system works for you.
Household Financial Plan
A comprehensive plan for households managing multiple income sources or family budgets. Covers shared expenses, individual allowances, savings goals, and strategies for financial communication between partners.
Quarterly Progress Review
For clients who have completed initial services, this quarterly check-in ensures you stay on track. We review what has changed, adjust strategies as needed, and set goals for the upcoming quarter.
Financial Awareness Workshop
A three-hour virtual workshop covering the fundamentals of daily expense management. Perfect for those who prefer a structured learning environment. Includes workbook and post-workshop resources.
