Budget Savvy
Coaching Program
Living the life you want
with the money you are making right now!
Do you watch makeover shows and wish someone could help you?
Are you so confused by all the “rules of money” that you don’t know where to begin? Do you wish you could just talk to someone discreetly about your finances and have them help guide you into financial success?
The Budget Savvy Coaching Program will train you how to balance your income and expenses to achieve your dreams through sound, easily applicable money management skills.
The Four Greatest Benefits of a Budget Savvy Life
- A Growing Savings Account
- Achieving Your Goals
- Enjoying the Journey
- Peace of Mind – knowing you are in control of your financial situation instead of it being in control of you.
Living the Budget Savvy Life is about choices. It's about saving on the things that aren't as important to you so you can afford to spend money on the things that are. Finances are not just about numbers. Finances are emotional. Just crunching numbers doesn’t tell the whole story or give you all the answers.
Budget Savvy Coaching takes two separate, complementary looks at your financial life.
- We look at your numbers - income, monthly expenses and debt.
- We look at your lifestyle - your goals and your dreams.
- We then work toward bridging the two.
We offer positive coaching.
You don’t need to be lectured. If you are in financial trouble, you probably feel bad enough. Melissa is there to help you turn your finances from something you lose sleep over to something you get excited about. Let us help you achieve the life you want to live - right now.
Learn to spend your money on the things that are important to you.
- Finally realize your dream and purchase your own home.
- Go on vacation without going into debt.
- Buy that new car you have always wanted.
The Coaching Program In Action
The coaching program includes the following five step process.
Step 1: Introductory Meeting
- Meet with Melissa over the phone to go over the program and related questionnaire.
Step 2: Fill out the two-part questionnaire:
- Part 1: Financial Worksheet including income, monthly expenses
and debt.
- Part 2: Lifestyle Questionnaire where you will identify what is
truly important to you.
Step 3: Turn in your questionnaire plus:
- Credit Card Statements
- Car Loan Statements
- Mortgage Statements
Step 4: Creating the Plan
- Melissa will investigate your current financial situation based on
your Financial Worksheet to find out where your money is going. She will then review your Lifestyle Questionnaire and create a plan to help you achieve your goals and show you how to enjoy life with the money you are making right now.
Step 5: In Depth Coaching Session
- Melissa will present her findings and offer a plan to help you achieve your short, mid and long term goals. Both of you will then work together to hone the plan to ensure it will work for you.
Optional one month, three and six month follow up meetings are highly recommended to keep you on track and help reinforce the good habits you will be learning.
The Coaching Program is regularly priced at $250,
but for a limited time, the price is just $199.
So, what are waiting for? Sign up Today by emailing
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
and Start Enjoying Your Life on the Money You Are Making Now.
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