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Tailored Spending Plan

Work one-on-one with Melissa Tosetti to create a Spending Plan tailored to your lifestyle. 
  • Together, you will identify your financial leaks. 
  • Look for areas to streamline spending, focusing on what is most important to you.
  • Create a plan to even out the rollercoaster of Annual and Intermittent expenses.
  • Know how much money you have each pay period to spend as you please.

Bridging The Gap Program
Bridge the gap between your current financial situation and your financial dreams.
  • Work with Melissa Tosetti to evaluate your numbers - income, monthly expenses and debt. 
  • Next, you will review your lifestyle, including your goals and your dreams. 
  • You will then work together to create a plan that will Bridge the Gap between the two.
  • One week and one month follow up calls are included in this program.

The Savvy Life Makeover Program
$1,495 Can be paid for in 3 installments of $498.
The Savvy Life Makeover Program starts with the creation of a Tailored Spending Plan. 
From there, you'll meet with Melissa Tosetti every two weeks and focus on 
organizing and planning for the areas of life where we most often overspend, but
with the least amount of satisfaction: 
  • Home
  • Food
  • Wardrobe
  • Beauty
  • Travel and Entertainment.
At the end of three months, you will be living the savvy life.
 Note: The Savvy Life Makeover can be modified to fit your needs by adding or eliminating topics.

For questions about any of our programs or to set up a three month installment for The Savvy Life Makeover, contact Melissa at 299-1500, area code 650, or by email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .



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