P R E P A R A T I O N

Let’s get started!

Gather all the things you need to get started and get an overview of the Budget Boss tool

S P E N D I N G + S A V I N G S

Let’s set up your money goals

We’ll break down your income and the ideal way to split it for savings and expenses

E X P E N S E S

Let’s do a deep dive on your current spending habits and how we can improve them for your new money mindset and goals

S U B S C R I P T I O N S

We’ll take a special look at all of your subscriptions

And yes, this includes all those pay-in-four installments you signed up for

MONTHLY REVIEW

You’ll get to know your monthly dashboard that shows your spending goals vs your actual spending for the month

You can actually visualize your spending and savings in multiple categories in charts and graphs instead of just a table on s spreadsheet

YEARLY OVERVIEW

We’ll take a look at how your new spending goals look throughout the year

We can see all the money you’re expected to save this year! This has been proven to keep you on track with your saving goals!

THE SETUP

Together, we’ll get your new system up and running

I’ll give you recommendations on what tools and websites to use that will work best for you and your lifestyle

M A I N T E N A N C E

We’ll discuss ways to keep up with your new money goals & system

I promise, it’s super easy and it’s not something you have to do every week or month - unless you want to

DEBT FREE LIFE
Your money is more than just your budget, so we’ll touch on some other items you can focus on as well

Learn different tactics to payoff your debt and stay debt free

CREDIT REPAIR
You don’t need someone to help you fix your credit. Learn the basics of credit repair to help keep you. on track

BEFORE YOU BUY A HOME
If this is a goal on your vision board, you can learn exactly what you need to do before buying a home