The first Brunch & Financial® is pay-what-you-can + you provide the meal (and I love it when people cook for me at their homes!). These are one-on-one conversations.
You should have access to affordable, unbiased, high quality financial advice, no matter what your financial situation.
Our first Brunch & Financial® is the beginning of a whole new relationship with your money. You'll walk away with:
CLARITY ON YOUR GOALS AND WHAT IT WILL TAKE TO GET THERE
What do you actually want your life to look like? We do a deep dive on what your goals and aspirations are so we know exactly what you're working towards and can plan how to get you there. It's not about giving up shopping or never going to restaurants, it's about figuring what you can do today to have the tomorrow you've always wanted.
AN UNDERSTANDING OF WHERE YOUR MONEY IS GOING AND WHY
It's never just about the money. We spend time figuring out what your money personality is and talk about how it affects every financial decision you make, from buying a coffee every day to saving for something big and exciting. Understanding your relationship with money is one of the best ways to create and keep habits that serve what you truly value.
PERSONALIZED ADVICE YOU CAN IMPLEMENT RIGHT AWAY
The nitty gritty. In our first Brunch, We will start to piece together some quick wins you can take action on that day. We won't be able to get to everything, but we'll make sure to talk about your most pressing and top of mind issues. Things like:
Here’s how it works:
Ready for ongoing, one-on-one financial planning and coaching now?
If you're sure you'd like to work together on an ongoing basis, skip over to Budge Coach and we can get started right away on making some serious financial progress. Otherwise, let's brunch!