Our role is to help our clients take control of their financial situation. We charge an initial setup fee and monthly ongoing fee which varies depending on the complexity of your situation.
These fees are tied into your monthly budget and made to be affordable.
Most times we can help people find opportunities to save large amounts of money through utilities, insurance and even through their mortgage structure. Often this is more than our fee.
It doesn’t hurt to chat. Your budget consultant will work with you to understand your income and expenses. At the end, you will be issued with a summary of your goals and current spending. It’s yours to keep at no cost!
The first consultation is no cost and obligation free. We will work through your current spending and budget with you which is yours to keep free after the meeting.