Budget Planning (1 hour)

Service Description

Getting a handle on your budget is the first step toward financial stability -- whether for your business or personal finances. This Budget Planning Starter Session will help you assess your financial situation, set priorities, and develop a practical approach to managing your money. What This Session Covers: ✔ How to Review Your Finances – Understand what to look at when evaluating your income, expenses, and spending patterns. ✔ Setting Priorities & Goals – Identify what’s most important and create a plan that fits your needs. ✔ Saving & Optimization Strategies – Explore ways to cut costs, improve cash flow, and make your budget work for you. ✔ Finding the Right Budgeting Tool – I’ll help you identify a budgeting method, template, or system that fits your specific situation. This session is a great first step to gaining financial clarity and control. If you need deeper planning, additional sessions can be scheduled to refine and expand your budget strategy. Let’s build a budget that works for you -- book your session today!