Master your money.
It’s easy to put off the money talk.
You want confidence that you’re doing the best you can with your money — to move from “I’m probably fine” to actually progressing towards financial freedom. But, knowing how to break free from the same old money habits can feel downright overwhelming.
After working for several years as a financial advisor, I realized that the majority of individual & couples didn’t need to know what they should be doing (like saving for retirement), they needed to know how to make it happen in real life (like deciding where the extra savings were supposed to come from).
This will help.
Learn why your past efforts to budget have failed.
Organize your money with a fresh perspective.
Adopt a budgeting system to achieve your goals.
Here’s how it works.
We’ll start by defining your goals.
If this part feels nerve-wracking, it’s not! I promise.
Then, build a clear path to reach them.
You’ve never seen your money like this.
So you’ll know you’re on the best track.
It might surprise you, but most people find getting into the nitty-gritty of their monthly budgets is the best part!
CREATE A PLAN FOR YOUR MONEY THAT GIVES YOU CONFIDENCE AND PEACE OF MIND.
You might still be wondering…
I'm in debt; is this for me?
We paid off $84,000 of debt following the plan that Amy created for us! The budget she created for us was so simple to follow. Working with Amy has brought nothing but joy. She is the secret sauce in our finances!
– Cheryl & Saleem
I'm not in trouble financially; is this for me?
My spouse may resist this. What do you recommend?
Do you offer long-term financial coaching?
How much does it cost?
Fun fact: Every person I’ve worked with has increased their savings by at least the cost of the intensive in the first few months of implementation.