financial power planning session.
COME WITH ALL YOUR QUESTIONS AND LEAVE WITH YOUR NEXT STEPS.
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READY TO STOP OVERSPENDING + HAVE MORE MONEY
this is for you if...
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You're feeling a little lost when it comes to next steps and what you need to do.
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You are ready to take a deep dive into some actionable steps you can take to maximize your money.
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Want support with some options.
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You're tired of feeling in the dark and want someone to help you look at your finances with an unbiased opinion.
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You want to drop the guilt and confusion around where money is going and feeling like you never have enough.
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You want a chance to talk 1-1 with someone to help you figure out what to focus on.
YOUR COACH :
jen reid
Hi, I'm Jen!
With over 10 years in personal finance and paying off $80,000 in debt to building a million dollar portfolio its been a budget that has let me make all of this possible!
I remember sitting down to do my first budget - It was a scrap piece of paper that literally had everything I thought I spent money on in that month- it didnt make sense - I was supposed to be saving more??? but what was I even supposed to be looking at, how do you categorize certain expenses, what about transfers to savings? There were even a few months I skipped looking at it because I just forgot.
A "budget" felt restrictive... was I going to have to cut out everything and try and spend as little as possible. Let me help you make a budget. Let's make it a way to get clarity on where your money is going, simple as that. You don't have to cut out anything unless you want to.
Wanna build massive wealth and feel super confident about your money ---> LET'S GET STARTED!
Every month I love evaluating where my money is being spent, making sure every transaction was correct and seeing how much I can spend on bigger savings goals and investing so I can live a rich + rewarding life!
TAKE YOUR FINANCES TO THE NEXT LEVEL
topics we can cover:
Use this time to :
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Come up with a plan to manage your money better
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Create a monthly plan to know exactly how to spend, save and invest your money before the month even starts.
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Look at options to pay off debt
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Review your 401k
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Understand your investment options
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Audit a financial advisor your are currently using
Sample Discussion Topics: Budgeting 101, Savings, Paying off Debt, Travel + Vacation Savings, Grocery Shopping and Meal Prep, Car Savings, Setting Spending Rules, Holiday Planning, Wedding and wedding guest budgeting, Planning for Emergencies and cushion savings, Learning to say no, planning + saving for a family, buying your first home.