Budget Strategy & Planning Support
Are you ready to take control of your finances and make your financial dreams a reality?
Taking the first step to address your finances can feel overwhelming and vulnerable, but you don’t have to do it alone. Together we’ll transform your financial situation with a personalized analysis and actionable plan designed just for you!
Together, in a focused deep dive session (up to 3 hours), we’ll thoroughly analyze your current financial picture and organize everything into four key areas using a customizable budget template:
Income: Net income all sources.
Fixed expenses: Rent/mortgage, debt repayment, insurance, utilities, and communications.
Variable expenses/discretionary: Gas, groceries, eating out, health care, clothing, pets, recreation.
Savings: Emergency fund, long term savings, and investments.
A Personalized Approach to Your Financial Journey
I understand that diving into your finances is deeply personal. Your trust in me is something I value deeply, and it’s not a commitment I take lightly. I honour the courage it takes to show up in this space, and I’m committed to meeting you exactly where you are.
Every client’s journey is unique, and that’s why no two sessions are the same. Each is completely tailored to your individual needs, while staying focused on building a financial roadmap that works for you.
In Our Session, We’ll:
• Identify immediate opportunities to save money and potentially reduce expenses.
• Begin to streamline and organize your finances, setting the foundation for future success.
• Create a focused plan that aligns your spending with your short-term goals and aspirations.
• Introduce insights into your money story and financial habits, with tailored solutions to start making progress right away.
I promise, it’s not as daunting as it sounds. This is my life’s work, and I’m here to make the process supportive, engaging, and even enjoyable.
What You’ll Get in This Offer:
• User-friendly budget tracker: easily monitor every dollar and take control of spending.
• Savings tracker: set clear financial goals and track your progress towards achieving them.
• Net worth tracker: measure your financial growth and celebrate your milestones over time.
All tools are yours to keep indefinitely!!
These templates are hosted in a responsive Google Doc, giving us both real time access to track and monitor your spending. They’ll serve as a guide to our coaching sessions and empower you to make informed financial choices every step of the way.
You’ll also receive personalized suggestions for:
• Effective debt repayment strategies (if needed).
• Optimizing existing or new financial products.
• Exploring existing or new investment and insurance opportunities.
BONUS: 1 Month of Personalized Coaching
This offer includes 2 × 75 minute sessions designed to:
• Solidify and track your progress
• Address challenges and celebrate success
• Make changes and provide extra support where needed
Whether your goals are to buy a home, invest, pay off debt, fund a dream vacation, or simply become more intentional with your spending, this has everything you need to start your journey toward financial empowerment.
A Proven Investment in Your Future
The upfront investment to work with me consistently pays off. Through my detailed audit process, I’ve helped clients save thousands of dollars, all while setting the foundation for long-term success and financial empowerment.
Ongoing Support:
After our initial work together, you can keep the momentum going with Monthly Accountability Coaching for $400/month, tailored to meet your needs. This includes:
• 2 x 75-minute sessions per month:
• Plan and build your monthly budget.
• Mid-month check-in to tackle challenges, celebrate successes, and make necessary adjustments.
• Space to address whatever is coming up for you, whether it’s navigating a money mindset block or making a big financial decision.
Each session is designed to meet you where you are, ensuring you leave feeling empowered, motivated, and equipped to move forward confidently.
Ready to Take the Next Step?
If this sounds like the right fit for you, let’s connect! Book a free 30-minute call on the contact page. This “shopping cart” is disabled to ensure we are a great fit for each other prior to your investment.
Are you ready to take control of your finances and make your financial dreams a reality?
Taking the first step to address your finances can feel overwhelming and vulnerable, but you don’t have to do it alone. Together we’ll transform your financial situation with a personalized analysis and actionable plan designed just for you!
Together, in a focused deep dive session (up to 3 hours), we’ll thoroughly analyze your current financial picture and organize everything into four key areas using a customizable budget template:
Income: Net income all sources.
Fixed expenses: Rent/mortgage, debt repayment, insurance, utilities, and communications.
Variable expenses/discretionary: Gas, groceries, eating out, health care, clothing, pets, recreation.
Savings: Emergency fund, long term savings, and investments.
A Personalized Approach to Your Financial Journey
I understand that diving into your finances is deeply personal. Your trust in me is something I value deeply, and it’s not a commitment I take lightly. I honour the courage it takes to show up in this space, and I’m committed to meeting you exactly where you are.
Every client’s journey is unique, and that’s why no two sessions are the same. Each is completely tailored to your individual needs, while staying focused on building a financial roadmap that works for you.
In Our Session, We’ll:
• Identify immediate opportunities to save money and potentially reduce expenses.
• Begin to streamline and organize your finances, setting the foundation for future success.
• Create a focused plan that aligns your spending with your short-term goals and aspirations.
• Introduce insights into your money story and financial habits, with tailored solutions to start making progress right away.
I promise, it’s not as daunting as it sounds. This is my life’s work, and I’m here to make the process supportive, engaging, and even enjoyable.
What You’ll Get in This Offer:
• User-friendly budget tracker: easily monitor every dollar and take control of spending.
• Savings tracker: set clear financial goals and track your progress towards achieving them.
• Net worth tracker: measure your financial growth and celebrate your milestones over time.
All tools are yours to keep indefinitely!!
These templates are hosted in a responsive Google Doc, giving us both real time access to track and monitor your spending. They’ll serve as a guide to our coaching sessions and empower you to make informed financial choices every step of the way.
You’ll also receive personalized suggestions for:
• Effective debt repayment strategies (if needed).
• Optimizing existing or new financial products.
• Exploring existing or new investment and insurance opportunities.
BONUS: 1 Month of Personalized Coaching
This offer includes 2 × 75 minute sessions designed to:
• Solidify and track your progress
• Address challenges and celebrate success
• Make changes and provide extra support where needed
Whether your goals are to buy a home, invest, pay off debt, fund a dream vacation, or simply become more intentional with your spending, this has everything you need to start your journey toward financial empowerment.
A Proven Investment in Your Future
The upfront investment to work with me consistently pays off. Through my detailed audit process, I’ve helped clients save thousands of dollars, all while setting the foundation for long-term success and financial empowerment.
Ongoing Support:
After our initial work together, you can keep the momentum going with Monthly Accountability Coaching for $400/month, tailored to meet your needs. This includes:
• 2 x 75-minute sessions per month:
• Plan and build your monthly budget.
• Mid-month check-in to tackle challenges, celebrate successes, and make necessary adjustments.
• Space to address whatever is coming up for you, whether it’s navigating a money mindset block or making a big financial decision.
Each session is designed to meet you where you are, ensuring you leave feeling empowered, motivated, and equipped to move forward confidently.
Ready to Take the Next Step?
If this sounds like the right fit for you, let’s connect! Book a free 30-minute call on the contact page. This “shopping cart” is disabled to ensure we are a great fit for each other prior to your investment.
Are you ready to take control of your finances and make your financial dreams a reality?
Taking the first step to address your finances can feel overwhelming and vulnerable, but you don’t have to do it alone. Together we’ll transform your financial situation with a personalized analysis and actionable plan designed just for you!
Together, in a focused deep dive session (up to 3 hours), we’ll thoroughly analyze your current financial picture and organize everything into four key areas using a customizable budget template:
Income: Net income all sources.
Fixed expenses: Rent/mortgage, debt repayment, insurance, utilities, and communications.
Variable expenses/discretionary: Gas, groceries, eating out, health care, clothing, pets, recreation.
Savings: Emergency fund, long term savings, and investments.
A Personalized Approach to Your Financial Journey
I understand that diving into your finances is deeply personal. Your trust in me is something I value deeply, and it’s not a commitment I take lightly. I honour the courage it takes to show up in this space, and I’m committed to meeting you exactly where you are.
Every client’s journey is unique, and that’s why no two sessions are the same. Each is completely tailored to your individual needs, while staying focused on building a financial roadmap that works for you.
In Our Session, We’ll:
• Identify immediate opportunities to save money and potentially reduce expenses.
• Begin to streamline and organize your finances, setting the foundation for future success.
• Create a focused plan that aligns your spending with your short-term goals and aspirations.
• Introduce insights into your money story and financial habits, with tailored solutions to start making progress right away.
I promise, it’s not as daunting as it sounds. This is my life’s work, and I’m here to make the process supportive, engaging, and even enjoyable.
What You’ll Get in This Offer:
• User-friendly budget tracker: easily monitor every dollar and take control of spending.
• Savings tracker: set clear financial goals and track your progress towards achieving them.
• Net worth tracker: measure your financial growth and celebrate your milestones over time.
All tools are yours to keep indefinitely!!
These templates are hosted in a responsive Google Doc, giving us both real time access to track and monitor your spending. They’ll serve as a guide to our coaching sessions and empower you to make informed financial choices every step of the way.
You’ll also receive personalized suggestions for:
• Effective debt repayment strategies (if needed).
• Optimizing existing or new financial products.
• Exploring existing or new investment and insurance opportunities.
BONUS: 1 Month of Personalized Coaching
This offer includes 2 × 75 minute sessions designed to:
• Solidify and track your progress
• Address challenges and celebrate success
• Make changes and provide extra support where needed
Whether your goals are to buy a home, invest, pay off debt, fund a dream vacation, or simply become more intentional with your spending, this has everything you need to start your journey toward financial empowerment.
A Proven Investment in Your Future
The upfront investment to work with me consistently pays off. Through my detailed audit process, I’ve helped clients save thousands of dollars, all while setting the foundation for long-term success and financial empowerment.
Ongoing Support:
After our initial work together, you can keep the momentum going with Monthly Accountability Coaching for $400/month, tailored to meet your needs. This includes:
• 2 x 75-minute sessions per month:
• Plan and build your monthly budget.
• Mid-month check-in to tackle challenges, celebrate successes, and make necessary adjustments.
• Space to address whatever is coming up for you, whether it’s navigating a money mindset block or making a big financial decision.
Each session is designed to meet you where you are, ensuring you leave feeling empowered, motivated, and equipped to move forward confidently.
Ready to Take the Next Step?
If this sounds like the right fit for you, let’s connect! Book a free 30-minute call on the contact page. This “shopping cart” is disabled to ensure we are a great fit for each other prior to your investment.