Schedule a free 20-minute call for us to meet each other and see whether we are a good fit for working together.
ORGANIZE AND OPTIMIZE
The Organize and Optimize program is for those who need and desire the support, guidance, and accountability of somebody walking alongside them as they begin to make changes in their financial life. We start together at the beginning and figure it all out together, step by step, starting first with weekly working sessions, and then progressing to monthly check ins throughout the course of the year. Together, we will:
- Take stock of your assets and your debts
- Figure out where your money is going
- Define your goals and priorities
- Put together a workable spending plan
- Set up sustainable and automated systems to move you towards your goals
- Simplify your finances so you feel more in control and less overwhelmed
- Take action to reduce your debt and increase your savings
- Set a strong foundation for long-term financial success
$375/month with a 12-month minimum commitment and a $500 deposit.
After the initial 12-month period, clients can continue with monthly service ($300/month) or switch to quarterly ($150/month) or biannual ($100/month) service.
DEBT PAYOFF PLAN
The Debt Payoff Plan is a focused program for those clients who have a large amount of credit card debt and would like to make a realistic and achievable plan to pay everything off. We can strategize about what order to pay things down and how you’re going to achieve your goal, leaving you with a plan to implement going forward.
$250/month with a 6-month minimum commitment. We start with two focused working sessions in our first month together, and then check in on progress for troubleshooting and accountability over the 6 months of the program while you work towards your goal.
TILLER SET UP
The Tiller Set Up Package is for those clients who would like some expert support in setting up, maintaining, and troubleshooting their personal Tiller Money account. I can get you up and running sooner so that Tiller can start generating valuable insights into your spending habits. (Please note: Untangle Your Money is in no way affiliated with Tiller Money.) This can be a great option both for those who are DIY-ing their finances, as well as those working with an investment advisor or financial planner who would like to generate more detailed insights on their spending patterns.
Depending on the complexity of your personal situation, the degree of customization you desire, and the amount of time you want to put in on your own between sessions, this may take anywhere from one to four sessions (or beyond). I can provide a more accurate estimate once I better understand your specific situation.