Behavioral Budgeting, Debt Elimination and Wealth Building
Personalized Behavioral Budgeting Program
Bridging the Gap
Many people think trading time for dollars is the best way to accumulate wealth. That mindset will have us working until we pass, and leave us with a mere fraction of what we could have accumulated had we applied more strategic methods.
We'll help you identify and break down the barriers that are preventing you from getting ahead financially. When you discover how to seize control of your finances, that momentum and learned best practices will also help you to achieve wealth. This leverage is essential and we strategically address the basics because much like a house, if the foundation isn't strong, it doesn’t take long before the whole structure collapses.
Our behavioral budgeting clients are individuals who have had trouble establishing a budget, controlling expenses, and those who generally feel overwhelmed by the topic of money. Those who want to break the cycle of lack and create generational wealth are a best fit for this program.
with Personal Finance Expert Suze Orman
What is Behavioral Budgeting?
Everyone is rich, right? This is NOT a trick question. We all know the answer is NO! This game is much deeper than just income and expenses. You must absolutely spend less than what you bring in to achieve wealth, but the behavioral aspects of dealing with money is often the hardest for most people.
Celebrities like MC Hammer, Tori Spelling, Toni Braxton, Nicolas Cage, and Mike Tyson made tons of money and still had their share of financial woes. Their names are just as recognizable as Serena Williams, Daymond John, Gwyneth Paltrow, Chris Brown, and Mark Zuckerberg, but what's difference?
8 weeks and Six (6) 1:1 sessions
$225 individual/ $325 couple
12 weeks and Nine (9) 1:1 sessions
$360 individual/ $460 couple
12 weeks and Thirteen (13) 1:1 sessions
$550 individual/ $650 couple
Payment in Full
Qualifies for 5% discount
Make 2 interest free payments: 1 before our first meeting and the 2nd halfway into the program.
* Please ask me about bundle discounts and sliding scale rates for select services.
It’s quite simple actually - it exists within their mindsets. Some people exhibit the “living for the moment” mentality and others make strides for the future. The point is this: it is not at all about the amount of money you have - it's about the mindset in which you choose to function.
When working together, our goal is to create a strategy that addresses your finances, your desired lifestyle, and the habits of mind of mind that have prevented you from being successful with money in the past.
We take a pro-active approach to managing and eliminating debt before it's too late, and work with you to determine the causes of financial mismanagement, at the source, so that you can be successful over-time.
Welcome back to school - you have homework before your first day of class! This will include taking time to think about and formulate the goals you want to reach by the end of the program and all the various components of your current financial situation. We'll provide a worksheet for this critical assignment, and ask you to turn it in before we meet, so that we can both be prepared and maximize our time together.
Each program is personalized to address your specific needs and interests. Together we'll focus on your unique financial problems areas, and I'll be your accountability partner, your coach, an enforcer or a gentle guide - whatever you need to be successful!
Our programs are flexible. You won't be bound by strict rules that aren’t sustainable long term, and you get to keep SOME of your wants. We'll work together to find the balance between keeping your priorities straight while living a great life - because that's what it's all about!
Getting Started Worksheet
income and expense tracking
debt balances and interest rates
spending habits and lifestyle
short and long-term goal setting
... and more!
implementing and following a budget
designing a strategy for eliminating debt
repairing and monitoring your credit
building short and long term savings
... and more!
banishing destructive mindsets
engaging in healthy social relationships
breaking through emotional barriers that prevent you from moving forward in your journey
systems and success strategies
... and more!
Why Should I Sign Up?
If you are still struggling to see the value that we provide, ask yourself this question - what will it cost me not to?
Peace of Mind
A sound financial plan is like insurance; we should all be prepared for emergencies and unexpected expenses
We all want better for our children and our families. We have to learn what is not taught in schools, so we can model good financial habits and teach those who we lead by example.
Aren’t you worth the investment in yourself? Don't you deserve to live your best life? Let's prepare and plan to go beyond meeting our mos basic needs to living in abundance.
The fact of the matter is this - if you do what you’ve always done, your results will be what they’ve always been. I hope to support your financial wellness journey and I'm looking forward to seeing you succeed!