welcome
Budgeting Services
Budgeting is like having a game plan for your money. It helps you see where your money is going and where it should go. By setting limits on spending and saving, budgeting lets you control your finances instead of letting them control you. It's the key to making sure you have enough for the things you need and want, both now and in the future.
Budgeting Fundementals
Spending
Habits
Prioritizing
Priorities
Budgeting
Strategy
Credit Card
Benefits
I specialize in personal finance and budgeting, not financial planning. My role is to lay the groundwork for your financial journey, steering you towards stability and freedom. Through careful analysis, I pinpoint your financial goals and tailor strategies to achieve them. By the time you're ready to meet with a financial advisor for investment opportunities, you'll be on track and empowered to make informed decisions. My aim is to set you up for success, ensuring a smooth transition to the next phase of your financial growth.
The plan works, but it will require some effort on your part! If this approach resonates with you, let me know, and we'll take the next steps together.
Click below to log into your account.
1 Year Commitment
-
Meet two times a month for 3 months (12 Hours)*
- Meet one time a month for 6 months (12 Hours)*
-
Meet every 6 weeks for 3 months (4 Hours)*
-
Total Progam Hours: 28
- Monthly Cost: $150
- Each additonal hour is $65
*Details provided during consultation
Budgeting is the process of creating a plan for how to spend and manage money. It involves estimating income and expenses over a specific period, typically monthly or annually, to ensure financial goals are met and resources are used efficiently.
Your Responsibility:
-
Complete task, as assigned, within 7-10 days after each meeting
-
Use the Plan of Action (Your new budget)
Referral Program
Get 1-hour free budgeting service for each client who mentions you as referring them to McDowell Tax & Budgeting Services.
** That's a $65 savings! **
Graduate Program
Upon successful completion of the 1-year program:
- Get a 10% discount on future sessions.
- Recieve 1-year, complementary, quarterly check-ins.
