budget planning process

Personalized Budget Planning


The first step towards achieving financial freedom is creating and sticking to a budget. This is the most important step in the process – don’t do it alone.

It doesn’t matter if you’re trying to pay off credit card debt, crush student loans or save money for a house, it all starts with budgeting properly.

If you’ve found yourself struggling to put together a budget, one-on-one coaching with one of our budgeting experts could help you get over the hump.

For less than it would take to fill your car with a tank of gas, we give you all the tools and 1-on-1 coaching you need to create a household budget for you or your family. Stop tackling money problems alone. We are here to help you.

You can see more about our budget planning process below!

Your coach will take the guesswork and anxiety out that so often comes with making your own budget.  Dealing with money issues doesn't have to be stressful!

We're Here for You

We do all of the heavy lifting – from the initial number crunching to creating a plan that you can actually stick to.

And don't worry, we'll find a way to make sure you still have some wiggle room each month!  Your budget should never feel like a burden on you.

How the Budget Planning Process Works

budget planning processYou schedule the time, you pick the best method of contact. From web chats and email, to Skype video conferencing and phone calls, we are flexible enough to meet your needs (we'll email you after purchase to start setting things up).

We keep the dialog going until both sides feel great about the outcome.  How many emails or phone calls is that?

As many as it takes!


By the time you are done working with your coach on your budget, you're going to feel confident in your plan and clear on every part of it.

If not, you get your money back.

You have nothing to lose.

Stop trying to tackle your finances alone when there is risk-free, professional help available.

Our team is committed to helping you take control of your finances.  As you're deciding whether a budget coach is right for you and your family, please feel free to email us with any questions you have.  We're happy to help you work through your options.