Budget Review Pricing
Choose the right level of financial guidance for your needs. Our budget review process helps individuals and families gain clarity on their spending patterns and develop sustainable financial habits.
Understanding Your Financial Investment
When you invest time and resources into understanding your budget, you're not just learning about spreadsheets. You're building a foundation for making informed decisions about everything from daily coffee purchases to major life investments like homes or education.
Identify spending patterns across 12+ categories
Create realistic savings goals based on your lifestyle
Learn to track expenses without feeling restricted
Develop sustainable financial habits over 6-12 months
Choose Your Budget Review Level
Each plan provides different levels of personalized guidance and ongoing support to help you build better financial habits.
Essential
one-time review
- Basic spending category analysis
- Simple budget template setup
- 30-minute consultation call
- Written summary of findings
- Resource list for continued learning
Professional
comprehensive package
- Detailed spending pattern analysis
- Personalized budget recommendations
- Two 45-minute consultation sessions
- Custom tracking tools and templates
- 30-day email support for questions
- Follow-up check-in after 60 days
Premium
full-service support
- Complete financial health assessment
- Quarterly budget review sessions
- Priority email and phone support
- Advanced planning tools and spreadsheets
- Goal-setting and milestone tracking
- Access to monthly group workshops
What Makes Our Approach Different
Real-World Application
We don't just hand you generic templates. Every recommendation is based on your actual spending data and lifestyle patterns from the past 3-6 months.
Balance Over Restriction
Our philosophy focuses on sustainable habits rather than strict limitations. You'll learn to make informed choices without feeling deprived of things you enjoy.
Personalized Strategy
Whether you're a spreadsheet enthusiast or prefer simple tracking methods, we adapt our approach to match how you naturally organize information.
Long-term Perspective
Beyond immediate budget fixes, we help you understand how small changes compound over time and build toward larger financial goals like emergency funds or major purchases.
Priya Blackwood
Marketing Coordinator
"The Professional plan helped me see where my money was actually going. Turns out I was spending way more on subscriptions than I realized – cancelled three I'd forgotten about."
Marcus Chen
Freelance Designer
"As a freelancer with irregular income, I needed a flexible approach. The Premium support helped me create a system that works even when my monthly earnings vary significantly."
Stella Rodriguez
Teacher
"I thought budgeting meant giving up everything fun. Instead, I learned how to plan for the things I love while still saving for my goals. Much more sustainable approach."