In a focused 60–90 minute session, we’ll build a personalized budget and financial plan tailored to your goals — whether that’s buying a home, paying off debt, building savings, or preparing for a big life change.
A custom Google Sheets budget with your income, expenses, assets, liabilities, and goals.
A realistic budget that fits your lifestyle.
A clear gameplan with monthly targets, milestones, and next steps.
Practical tips to free up cash and improve your habits without feeling restricted.
Quick intake: You complete a short financial snapshot before the session.
Live session (60–90 minutes): We review your numbers together and build your custom workbook in real time.
Your deliverables: You receive your completed Google Sheets plan plus a simple action checklist and priority timeline.
Busy professionals who want clarity and control.
Couples who need a shared plan.
Anyone navigating a major life change.
People with specific targets like a down payment, debt payoff, or first $100k.
Tailored: Built using your real numbers.
Visual & simple: Easy-to-update workbook keeps you on track.
Action-focused: Walk away with clear next steps.
Fast: Real clarity and momentum in under 90 minutes.
Your session includes the intake, live planning, and your complete Google Sheets plan with action steps.
Bring recent pay stubs, bills, account balances, and your top 3 goals — I’ll handle the rest.
After you have completed your Reset session, in this monthly plan, we meet via Google Meets for a focused budgeting session where we review last month’s actuals, reconcile wins and slip-ups, and build a precise plan for the month ahead—setting priorities, reallocating funds, and sharpening strategies to close gaps and seize opportunities.
This structured reflection balances honest accountability with practical adjustments: we identify patterns, celebrate progress, troubleshoot obstacles, and translate insights into concrete steps and measurable targets. Ideal for anyone who wants reliable external accountability, these sessions keep momentum on track, tighten financial habits, and ensure your monthly plan actively supports your longer-term goals.
After you have completed your Reset session, in this biweekly plan, we join via Google Meets for 30–60 minute sessions to review your budget, track spending, tackle pain points, and set small, measurable goals. Receive compassionate, nonjudgmental support to celebrate wins, troubleshoot setbacks, and adjust your budget to fit your life. Ideal for those who want regular accountability to build sustainable habits.
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