WHO IS IT FOR:
This plan is designed for those who need assistance with budgeting, goal setting, debt elimination, savings and creating structure around their money. We work together to create a plan and build the long lasting habits needed to reach their goals.
what we cover:
Net worth statement: This is your starting point, i.e. where you currently stand. Listing out what you owe vs. what you own will allow you to move forward in developing your plan with confidence.
Personalized budget: Whether you currently have a budget or are starting from scratch, we will work together to ensure your budget reflects your real life spending.
System to track monthly spending: How will you track your monthly spending? We will explore various ways to track your spending habits and find one that works for you.
Full audit of subscriptions: With so many services and subscriptions available, it is easy to lose track of what you are committed to. We will create a list of all of your subscriptions (i.e. cable, internet, phone, streaming, Amazon Prime, etc.) to see what stays and what can go. Also, we will see if you can bundle any together to save money.
Automatic draft set up: Once you know your monthly expenses, it’s time to automate. Auto drafts and auto payments operate like built in accountability. You will never miss a payment or savings transfer again because you forgot or put it off until the next month.
A written plan that clearly outlines your goals: Detailed plan that outlines the steps to reach your goals and the dates you want to achieve them. This will be your primary motivation to stay on course because you know what you are working towards.
details:
Duration - 10 weeks
1 hour meeting every other week for 10 weeks, with weekly check in calls on the alternating weeks.
Upon completion of the program you will receive a detailed outline of everything covered as well as your goals clearly laid out so you know exactly what you are working towards.