Budget Review

You already have a budget. Now let’s figure out why it may not be working the way you need it to. 

The Budget Review Service is for you if you’ve already created a budget but want a second set of eyes on your numbers.

I’ll review your current budget along with your income, expenses, savings goals, and financial priorities to identify what’s working, where there may be problems, and what adjustments could help you create a more realistic plan.

Your Budget Review Service includes:

• Initial Budget Review Call
• Review of your current budget and financial information
• Personalized recommendations based on what I find
• Final Budget Review Results Call
• Opportunity to ask questions about your recommendations

You don’t necessarily need another budget. Sometimes you need someone to look closely at the one you already have and help you understand what needs to change.

You must already have a completed budget to purchase this service.