One-on-One Budget Meeting
- Access to an extensive and detailed digital budget spreadsheet
- A way to document all income and expenses by category
- Over 250 line item questions for expenses to make sure you capture everything
- A formula driven spreadsheet that totals the information by category
- A high level monthly budget summary by category
- Up to 2 hours of services via video chat
- Consultation to discuss long-term goals and current situation
- Discussion to identify expenses that can be reduced
- Resources regarding basic debt reduction options
- Resources on daily money management strategies
This package is available to anyone and is typically done using a video chat. However, you are not required to have a video camera on your end. Clients may choose whether they want to do the budget worksheet themselves prior to the consultation or whether they want to go through the budget worksheets during the two hour consultation.
All information, discussions, and personal details that are shared during this process are strictly confidential.
Terms and Conditions:
After you purchase this product, Kendra Fletcher will reach out to you via email to set up a date and time for your video consultation. The client will be responsible for responding to the emails in order to set up a mutually convenient time to have the consultation.
Your purchase indicates that you understand that Kendra Fletcher and Associates LLC is not engaged in rendering legal, accounting, financial, or other professional services. If legal advice or other expert assistance is required, the services of a professional person should be sought.
Kendra Fletcher and Associates LLC hereby disclaim any liability to any party for any loss or incidental or consequential damages caused directly or indirectly, or disruption caused by errors or omissions, whether such errors or omissions result from negligence, accident, or any other cause, by the information contained within this consultation.