Service Description

1. 15 minute consultation to discuss your current finances . 2. I will create your 3 month budget with the information you provided. Please allow 1-2 week turnaround 3. Your new budget will be emailed to you and you’ll have 48 hours to provide feedback 4. 25 minute follow up call session to discuss the budget I prepared for you Creating a budget Step 1: Calculate your net income. The foundation of an effective budget is your net income. ... Step 2: Track your spending. ... Step 3: Set realistic goals. ... Step 4: Make a plan. ... Step 5: Adjust your spending to stay on budget. ... Step 6: Review your budget regularly.