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When starting a new lifestyle, it might seem like there are a million things to do — from creating personal and financial goals, changing habits, to the all-important “permanently changing your mindset.”
What makes us different? We will help you achieve the lifestyle you envision and fantasize about. We offer a unique approach to transforming your future and earning your financial freedom through the implementation of S.M.A.R.T (Specific, Measurable, Attainable, Realistic, and Timely) based goals.
Free Consultation
Before we decide to work together, let’s chat about what your financial circumstances and goals are. We’ll give you our honest feedback about where you are with regard to your goals and if we think we can help you achieve them. You’ll have the chance to get to know me and decide if we’re the right partner to help you transform your future.
What’s Included?
This financial package includes:
- 15-minute Initial Client Meeting either via phone or video conferencing
- A Financial Plan with easy to understand recommendations and a concise action checklist.
- Unlimited Access to business content
- A Consultant is available via email as your situation changes.
Let's get started!
The Ultimate Premium Package includes:
- 60-minute Initial Client Meeting either via phone or video conferencing
- 90-minute Plan Delivery Meeting to go through the planning recommendations.
- 60-minute Follow-Up Meeting every four to six months to check your progress.
- A Financial Plan with easy to understand recommendations and a concise action checklist.
- A Consultant is available via email as your situation changes.
- Access to our financial professionals to help you implement our recommendations.
Comprehensive Financial Planning
This is the part where we get more details about your financial life. Typical stuff like your educational goals, career goals, and estate planning. We also talk about interesting stuff, like your desire to travel, buying a new car, or a new adventure, and how we can help you accomplish these goals. Financially, that is.
It is important for us to make sure you have the necessary help in achieving both your short and long-term goals, by maximizing and wisely using the assets you have available to you. Whether that means, getting specialized advice or using customized budgeting tools and services to make a smooth transition into a new lifestyle much easier.
Ongoing Financial Coaching and Monitoring
Life has its ups, downs, and unforeseen circumstances. So a financial plan can’t be rigid. It should be flexible and be able to adjust to your circumstances. We will continue to work with you on a monthly basis to help you stay on target to achieve your goals.
1. Ongoing, honest feedback
2. Help building great financial habits that will propel you toward your goals
3. Great customer service
Pricing
We offer a complete set of services at an affordable price with the flexibility to change plans at any time. In other words, with our service packages, you can do everything you need to create the lifestyle you want.
We charge between $200 and $ 400 for a full financial plan. If you decide to work with us, you pay an upfront fee ranging from $50. If you require extra monthly support, you will pay a monthly fee of $25 per month.
If you are ready to start down the path of transforming your future, why not go ahead and schedule your FREE consultation now. The sooner you start, the sooner you’ll get there!
Need more help? Contact us budgetedlifestyles@gmail.com or DM @budgetedlifestyles.
Transforming your future and earning your financial freedom through the implementation of S.M.A.R.T (Specific, Measurable, Attainable, Realistic, and Timely) based goals.@budgetedlifestyles