Taking Control of Your Money

It’s not all about focusing on the numbers, we need to focus on your mindset and behavior around money. What are your values? What are your principles when it comes to money?

We won’t do the work for you, we will teach you how to do the work and support you continuously throughout the process. We tailor individual solutions through our in-depth, trusted, and proven path for planning, creating, and sticking to a budget. We also guide you on your path to avoid the pitfalls that we have encountered along our own personal journeys.

Budget items we will teach you:

• Initial budget creation- both on paper and through free apps for the tech savvy.

• Deep dive into finances (confidential review and we will never take/keep personal documents)

• Budget set up and steps to stay on track

• How to save money in your budget, free up money to pay off debt, and give every single dollar a purpose before we spend it.

• How to work with your spouse or significant other together to budget, plan, stay on track, and support each other with finances. This can be such a pivotal time for couples and we will help navigate this process.

• Creating an emergency fund (more about this in the debt section)

• Continued budget tweaking and review. This will become second nature but it will take patience and a willingness to try. Progress not Perfection here.

• Support and guidance throughout your process.

• We will guide you on your path to financial freedom and peace.