BILL & BUDGET ORGANIZATION
THE PROBLEM
Disorganization in this area can wreak havoc on your finances, credit and well-being among other things.
We’ll help you develop a monthly system to get bills paid on time and create a budget that works for you.
During the process, we’ll flag potentially wasteful spending and any other opportunities we spot for you to save money.
THE PROCESS
We begin with a free 15-20 minute phone consultation. We'll discuss your situation and if we both agree this is a good fit for you, we'll set up an in-person session.
The initial in-person session is a 3-hour working session. You'll be sent a list of items to prepare beforehand so we are able to dive right in. This session is $300 to be paid at the end of the appointment.
All sessions are confidential.
