We complete a focused 1–2 hour session.
Meet Together
Submit Your Budget
Fill out and share your previous month’s budget sheet.
I review everything and provide a detailed, personalized plan.
Get Your Action Plan
You book your session through the website. I ask that you come prepared with a general idea on each of your expenses, your credit card/loan balances, interest rates, minimum monthly balances, etc. (The more, the better!). When you sign up, you will be emailed a microsoft teams link for the time of our session.
We have your 1-Hour Session over Microsoft Teams (we aim for an hour, but depending on the amount of debt you have, it can last up to 2 hours so come prepared). This session is where I gain context of your specific financial situation.
I will send you a google drive link with all of my resources and all of our session notes that we go over. Once our session is finished, you will need to add up all the expenses and income from the previous month and insert it into the budget sheet I provide. This will give us a baseline of how far off your actual spending is versus what you thought in our session.
Once the previous month is filled out, I will review ALL of the financial information we went over and that you provided on the budget and then provide a detailed action plan on what expenses to get rid of, where your priorities should be, and in what order to attack paying of debts, savings, and retirement.
