Budget Management
Budget Creation & Coaching- $150
Service Description
We build a custom budget tailored to your needs. This gives you an in-depth look at what you make, and where it goes each month. We also give you a list of your debts and a priority schedule to pay them off. Finally we offer a summary of your total financial situation, and your trajectory if you follow the budget, as well as a trajectory if you continue without a budget. Our process includes sending an intake form for the client to fill out, a 15 minute phone session to discuss their financial situation, goals, and expected outcomes, and a 15 minute phone session after the budgeting plan has been created to help understand and coach the process to the client. If the client is unable to complete a document via computer or phone, we allow an extended phone session to gather information and process documents. Sessions extending long after allotted times may incur extra charges.
Cancellation Policy
To cancel or reschedule, please notify us at least 24 hours in advance. We reserve the right to reschedule with greater than 24 hours notice. The process of coaching requires honesty and commitment, therefore, if the client does not disclose their full situation, or does not use the coaching solutions provided, there is no guarantee to our services. We strive to deliver the best results, in the quickest manner possible, however due to individual circumstance, we cannot guarantee a specific time frame to meet clients' goals. All coaching timeframes and outcomes are client driven.
Contact Details
MoneyMotivatedFinancial@gmail.com