Budgeting Session

1-1 session

  • 1 hour 30 minutes
  • 60 US dollars
  • Online/Mobile session

Service Description

This is my full 1.5 hour one-on-one budget setup and training session. We will meet together over Zoom or FaceTime to get your budget built and I'll teach you how to tailor it to reach your financial goals! What to expect: Once booked, I will help you prepare all the documents you'll need to get your budget built right. Next, we will hop on a 1.5 hour Zoom or FaceTime call and together, we will set up your budget! We will use the Financial Tea budget template, unless you have another one you'd prefer to use. I will give you customized instructions on how to organize and update your budget and answer all of your questions along the way. How to prepare: Print out the last 3 months of bank statements from all checking accounts, credit cards, etc. List all income sources Send me all documents ahead of time for review (CROSS OUT ANY PRIVATE INFO BEFORE SENDING) Ensure you have a working microphone, computer, and video capabilities End goal: Goal setting and vision planning Build your budget from start to finish Prepare you to track your spending Teach you how to balance your budget Fully prepare you to budget your unique income and expenses regularly Discuss how to leverage your budget to reach your debt payoff and savings goals Answer any relevant questions


Cancellation Policy

To cancel or reschedule, please contact us at least 24 hours in advance.


Contact Details

4048505892

financialtea@gmail.com

2075 South Hairston Road, Decatur, GA, USA