1-on-1 Budget Review
Do you feel like your bank account is constantly at zero? At the end of the month, do you constantly think – "where the heck did all my money go?" What about – "aw crap, it's my moms birthday next week – I guess I'll just put dinner on my credit card...again" You're not alone in this. Budgeting baffles hundreds of thousands of people across the nation. How do I know this? Because according to a recent study, only 1/3 of Americans budget. That means 214.3 million (MILLION) people who don't create a budget and don't know what happens to their money at the end of the month. 214.3 million is a lot of people. So, you're REALLY not alone.
What if I told you that I could give you the freedom you've only dreamed of, by showing you how to budget – would you believe me? Probably not. But I'm going to show you it's possible. Hold onto your seat, my friend – because I'm going to show you just why you, yes, you, need to learn how to budget.
But first, let me introduce myself & why I'm so crazy passionate about money – and keeping more of it in your pocket!
Get to know me, your newest secret weapon to achieving all of your financial dreams.
That’s where I come in. I want to be there at the finish line when you make that last payment towards your debt and you now have 100% financial freedom to do as you please! Can we say, “Hello Cabo?”
You’re drowning in bills, debt, and you can’t seem to keep your head above water when it comes to your personal finances. Does that sound familiar?
Hey, I was right there with you. I was overwhelmed and felt like I would never make it in the green again. But, with a couple of financial changes and a lot of blood, sweat and tears, I can say I’m making leaps and bounds towards the debt free finish line without batting an eye.
I’ve learned several vital lessons when it comes to kicking your debt towards the curb and how to do it as quickly as possible! We’ve paid off $21K in student loans in under 15 months and we’re still going strong towards our debt free finish line.
Through dedication, personal commitment, and a lot of trial and error – I’ve found methods to paying down debt as quickly as possible and I want give you full disclosure access to behind the scenes on how we pay off our debt.
How can I help you?
- Do you need the basic understanding of how to budget for your family?
- Are you confused where all that money goes at the end of each month?
- Do you struggle to save up for family vacations or even an emergency fund?
- Do you struggle to stay motivated and need that accountability?
If you want to...
- be able to track your monthly spending habits
- Learn how to budget for your family
- Figure out how to set up a savings account that grows instead of shrinking
Then I'm your budgeting strategist that's going to put more of that money back in your pocket!
Free 30 minute discovery call to see if we're a good fit where I help you hone in on your 3 long and short term goals
90 minute one-on-one Facetime or Facebook Video Call session with me covering your budget and looking at your monthly income to your comfort levels to see how we can get you to your financial goals
In-depth notes and suggestions sheet
30 minute one month review session to see how the month went and what you can improve upon in the future
Motivation Desktop & Print outs
We’ll analyze your budget to your comfort levels and I’ll provide insightful tips that you could implement to improve your budget. We’ll hone in on your top 3 financial struggles and create a game plan to help you reach those goals. You’ll also get a recording of our session so you can look back on it to jog your memory and I’ll provide a print out of my notes and suggestions to have on hand, as well.
Not only do you get the initial one-on-one hour long budgeting strategy call, but I want to make sure that you’re being successful over the month and we’ll have a half hour recap about how last month went and if there’s any additional questions you may have for me.
As a bonus I’ll provide you budget sheets to keep track of your personal finances, goal sheets to keep those top 3 goals in mind, and a motivation desktop screen saver and print out for you to have handy to keep you motivated.
Do you love the sound of getting your personal finances under control and mapping out your goals with someone who knows the exact same struggles that you’re feeling right now?
After our one-on-one chat, you’ll have a deeper understanding of your personal finances, learn how to budget with your goals in mind, and you’ll learn the strategy I used to pay off $21K in 15 months.
Are you ready to control your money instead of it controlling you?
After you purchase this package, you’ll get an email from me with a basic questionnaire of your budget and your personal finances. Feel free to disclose whatever you’re most comfortable with. Please note, the more detailed you are, the more accurate my help can be.
After you send your questionnaire back to me, I’ll take a look over it and create a basic outline and note areas I think you could improve in. That usually takes me 2-3 business days, then I’ll shoot you an email to set up a good time for us to Skype and chat!
So, this is how it goes:
We have our discovery call and I see if we're a good fit (which we probably will be because you're so interested in this!)
After our call, I'll send you a link to schedule and purchase the package
A questionnaire will automatically be sent to you
You submit the questionnaire at least 2 hours prior to our 1-on-1 with answers you’re comfortable with sharing
I'll look over your answers and see where I can help you budget to meet all your goals
Then we figure out how to best help you get your finances under control and your top 3 goals you want to achieve!
I'm pretty private about my finances, what if I'm not comfortable disclosing everything?
I totally understand, I want you to share your finances to your comfort level. If it would make you more comfortable to give general numbers like, "I spend $1200 on bills every month" instead of laying out each line item. That's completely up to you! I am here to help you achieve your financial goals, so the more open you are with me – the more I can help you! Plus, we sign an agreement prior to our 90 minute 1-on-1 stating that I will not share this information with anyone without your explicit permission first.
My income is based on an hourly rate, and it fluctuates a lot – can you still help me?
Absolutely! We'll create a budget based upon the average that you bring in month to month. I work with all sorts of income levels and income types. Chances are, I've seen it before!
How much is a budget review 1-on-1 call?
Great question! It's a one time $97 payment that you'll pay right before you schedule the second call with me. For the time being, I don't provide payment plans on this package. I would recommend that you download this freebie where I'll go over the 9 basic steps to budgets!
Ready to change your financial future and achieve the lifestyle of your dreams?
Get started today and book your FREE 30 minute discovery call where we'll talk about your top 3 long and short term goals.