Welcome to Financial Success
Our Philosophy
At Budget Buddy Financial Coaching Services, we are devoted to guiding our clients towards a realistic budget, recognizing and defining their financial aspirations, and mastering the art of money management.
Through an approach based on clarity and accountability, Budget Buddy clients turn their money into a tool that helps them accomplish their financial goals.
No matter where you are or where you want to go, your journey toward financial freedom starts here!
Our Services
-
Welcome to Budget Buddy! It’s time to kick off your financial journey. We’ll need some information from you about your current financial situation and goals. We’ll evaluate the information and your personalized plan will be ready within 7 days.
-
Now we’ve met and you're ready to take the first step! Based on your goals and situation, we’ll build you a plan of achievable budgeting, saving, and money management steps towards reaching the goals you outlined during your consultation. There will be plenty of time to discuss the plan with your Budget Buddy and make tweaks during this first session.
-
You have your plan, and now It’s time to execute! We recommend monthly follow-up sessions to monitor your progress and keep yourself accountable to the goals that you want to achieve.
Change of plans? No sweat! If your goals have changed or your plan feels unachievable, we can work together to develop a new solution that works for you.
Contact Us
Let's connect and chat about your financial journey. Share your money dreams, and we'll work together to make them a reality.