My Services

Custom plans. Flexible implementation.  Remote or face-to-face.

Ongoing Support

Budgeting is a lifestyle, and an awesome way to feel free and confident financially; because of this I suggest a minimum of 3 consecutive months of working with me. With this service, I will help you get set up with online budgeting software, and in the beginning of every month we will meet (either remotely via Zoom or in person) to map out the best financial plan for that specific month. Over the course of our time we will also work on setting and accomplishing short and long-term goals. Most clients are confident and excited to continue on their own after 3-6 months. 

One-Time Service

This is a deep dive into your whole financial picture.  We will put together a very generalized budget to get an idea of what your disposable income looks like and how we can use it to achieve your goals.  Together we will set goals for saving, debt repayment, and more.  We will put together a plan-of-action that is easy to understand. Next, you will take the roadmap we put together and implement it in whatever way works best for you and your family.  Think of it as hiring a cleaner to help you do an occasional deep clean of your house, except in this care we're working together to clean up your money. 

Wine About Budgeting

It's simple.  As a special perk for local clients, when you hire me for one of the above services, I bring wine to your house when I help you budget.