custom budget - advanced

service description

This service includes a 30 minute consultation where we discuss your specific budget goals. After the consultation, you will provide me with all of your monthly expenditures. This can be in the form of an itemized list, or you can send me one month of bank and credit card statements and I will go through and categorize your expenses. Then I will create your custom budgets in Excel or Google Sheets (your preference) and send them to you. This will include a current budget, based on your current monthly expenses, as well as a target budget, based on our conversation about your goals. This generally takes up to ten business days from the receipt of all monthly expense data.