One-on-One Budget Meeting

One-on-One Budget Meeting

  • $99.00
  • Save $50

This package is designed to help you get a detailed understanding of your monthly income and expenditures. This process allows you to see all of your income sources as well as all of your expenses at both a detailed and summary level. This is a great tool for couples and families to identify areas where expenses can be cut and where additional savings can be found.
A lot of people intend to do create a monthly budget but never get around to actually sitting down to add up the numbers. This package is designed to give you accountability to actually do the detailed work so you truly have an understanding of where you stand financially on a monthly basis.
The primary goal with this package is that not only do you find enough savings to cover the costs of buying this package, but that you also find hundreds if not thousands of dollars a year where you can cut expenses and save more money. It's also meant to give couples and families a better view on their finances so they can work together on their long-term financial goals.
This package includes:
  • 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.