Whether you want to hand over the tedious task of balancing your books or level up in your finances with coaching, I have the right package to meet you where you are at.
If you have different needs than what is listed below, contact me and we can tailor a package just for you.
Categorize income + expenses
Reconcile up to 3 accounts
Monthly financial reports
Unlimited email + phone support
Communication with tax preparer as needed
Monthly coaching calls for personal finances
Money Intensive session ($398) included
Budgeting spreadsheet setup and training
Financial goal setting
Support with money mindset, debt management strategies, etc
I had my first session with Jennifer, and it alone was so helpful! We have been just barely keeping our head above water lately and have major life changes coming up. She helped me see how I can make it all work without judging me. She didn’t simply say ‘eat out less and clip coupons.’ She has an excellent way of breaking things down and making them understandable.
When I worked for a ‘Big Four’ accounting company as a financial statement auditor, I helped massive corporations get their financial records in order. But I realized I didn’t want to help faceless companies; I wanted to help real people like me. Today, I support women as they build businesses, pay off debt, manage their budgets, and even afford the special purchases they dream about. (New car or beach vacation, anyone?)
Numbers don’t have to be scary. In fact, it’s empowering when you have full understanding of how they work and where your money is going. Taking control of your finances means improving your life across the board.