Budget Coach
The required consultation Budget Sheet must be downloaded to your computer first. It can only be opened using the free Adobe Reader application (and not through a browser).
Upon receiving your request, we will provide you with a secure password via email to be able to open the form.
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Once the form has been opened and filled out, save your version of the 'Budget Sheet' as a copy on your hard drive before closing, so that the entered data is not lost.
All your info stays with you on your hard drive, we will not keep or save any data.
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Please prepare your information and documents ahead of time to ensure a productive meeting. Make sure that your data is accurate and complete so we can assess your situation and start working on your budget plan without delays during the consultation session.
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I work with individuals who are ready and committed to improving their financial situation by following recommendations and consistently adopting new habits that promote better financial health. Achieving meaningful results may require dedication over several sessions, depending on the complexity of the issue.