So how does budgeting coaching work?
Sorry to disappoint, but I don't have a magic wand that will make all of your money problems disappear. What I can do is meet with you and your spouse (or future spouse) and get to know both of you and your personal financial situation in a confidential and private session.
I'll provide the tools, knowledge and "been-there" understanding to help you identify your shared money goals and budget blunders. Then, we will work together to build a comprehensive budget that will help you manage your money as a team, with confidence and clarity. If you would like, we can schedule follow-up meetings to check-in on a quarterly, bi-yearly or annual basis to update your budget and make sure you are on track to meet your financial goals.
These confidential sessions can take place in person, via Zoom or by phone.
I'll provide the tools, knowledge and "been-there" understanding to help you identify your shared money goals and budget blunders. Then, we will work together to build a comprehensive budget that will help you manage your money as a team, with confidence and clarity. If you would like, we can schedule follow-up meetings to check-in on a quarterly, bi-yearly or annual basis to update your budget and make sure you are on track to meet your financial goals.
These confidential sessions can take place in person, via Zoom or by phone.
Sign up now for the Premium Budgeting Coaching Package.
Build a BudgetCreate a realistic, feasible and comprehensive budget personalized for you. Budgeting Coaching sessions take place in the privacy of your own home or in a convenient Manhattan/Teaneck, NJ location.
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Identify Shared $ GoalsGain clarity around the most important financial goals you share as as a couple -- for now and in the future. Use these goals in the budgeting process as motivation to establish and maintain good financial habits that will serve you well for years to come.
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The Perfect Wedding GiftConsider gifting a budgeting coaching session to a young couple, whether it's your child, grandchild or family friend. This gift will yield dividends for decades to come and help the newlyweds gain sound financial footing as they begin their new life together.
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