Personal Finance & Budgeting

Service Description

$150–$350 / month Best for: individuals and families who want structure, accountability, and a clear plan Includes: Monthly check-in (30–45 min) Budget setup + ongoing adjustments Cash flow planning (bill schedule + spending targets) Savings goal tracking (emergency fund, big purchases, etc.) Debt payoff strategy + progress tracking Light forecasting (next 1–3 months cash view) Priority support between sessions (email) Provided for budgeting and planning purposes and does not include securities, investment, or insurance advice.