A 60-90 minute session to discuss your financial situation, determine your short, medium, and long term budgeting goals, and help you set up a zero-based budget that will work for you (in a spreadsheet or in an app like YNAB). We'll also discuss the whys of budgeting and the reasons for the zero-based budget approach.
Possible follow-on service to check in with you periodically and help you stick with it!
Training & Qualifications
A personal budgeting enthusiast. Also, an accountant by profession with over 10 years experience.
Availability & Preferences