Budget Evaluation Hagerstown Maryalnd

 

Do you need help finding money in your budget? Feeling like you have cut every cost, corner, and then some?

A budget evaluation maybe the answer!

Having another set of professional and unbiased eyes reviewing your numbers may be just the thing you need to jump start the next phase of your financial journey. 

 


What do I get with a Budget Evaluation? 

 
 A thorough review of your budget with suggestions and advice on ways to decreases expenses. 

A thorough review of your budget with suggestions and advice on ways to decreases expenses. 

 A plan of action to help you find the most money in your budget and a list of common money goals for your current situation. 

A plan of action to help you find the most money in your budget and a list of common money goals for your current situation. 

 One 2-hour coaching session to review your budget, action plan, and have a conversation about your financial future. 

One 2-hour coaching session to review your budget, action plan, and have a conversation about your financial future. 

 Through out the evaluation I will share with the most important financial literacy and money management habits. 

Through out the evaluation I will share with the most important financial literacy and money management habits. 


Your Investment

$147.00 One Time Payment

 

What is the difference between a financial planner and financial coach?

 

Great question! This is one I get a lot. A financial planner is very different than a financial coach. My goal through coaching is to help you learn financial literacy basics and implement them in order for you to be a wise steward of the money God has entrusted you. Through this process I will coach you on how to create new habits like tracking your spending, using cash envelopes, saving, and paying off debts. That is where my job ends. Once you feel confident in your financial awareness and have meet your goals set you are done with me.

This tends to be where a great financial planner would pick up. Their job is to guide you in investing for the future with knowledge and products for savings and investing. 

If the process is done right we work hand in hand so you can achieve financial success!