Take Control of Your Finances with The Budget Blueprint

Transform your finances with our structured budgeting and coaching for lasting success.

Budget Setup & Financial Blueprint (One-Time Fee, Based on Complexity)

✔ We analyze 3-6 months of transaction history to build a complete financial picture.
✔ Income and expenses are organized and categorized, with primary and sub-categories customized to your lifestyle.
✔ We develop a 12-month budget plan, identifying fixed expenses, recurring variable costs, and financial goals.

Coaching & Accountability (Flat Monthly Fee, Minimum 3-Month Commitment)

✔ Monthly live coaching sessions for guidance, strategy, and financial habit building.
✔ Ongoing transaction reviews to ensure your budget stays accurate and effective.
✔ Real-time tracking & KPI monitoring to measure financial progress.
✔ Adjustments & insights tailored to your evolving financial goals.

Monthly Financial Insights

✔ Monthly transaction review – We analyze the previous month’s transactions to ensure accuracy, track progress, and refine your budget as needed.

✔ Track Key Financial KPIs – Monitor income-to-expense ratio, savings growth, and spending trends for better financial decisions.

✔ Monthly Financial Summary – Receive a budget vs. actual report with insights on cash flow, spending patterns, and savings progress.

Budgeting isn’t “set it and forget it.” We help you stay disciplined, strategic, and on track through regular check-ins and ongoing coaching.