Start your financial journey with The Base, a foundational service designed for those looking to establish a solid budgeting routine, manage changes in income or expenses, and gain a clear understanding of their cash flow.
The Process
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Get acquainted with our services.
Understand what you hope to achieve with your budget plan.
Payment and Terms of Engagement are completed after the Introductory Call.
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Duration: 60-minute session.
Data Collection: During this session, we’ll gather detailed information about your current financial situation, including income, expenses, and financial goals.
Budget Creation: Collaboratively work with you to create a personalized budget plan tailored to your unique needs.
Review and Guidance: Present and review the customized budget, provide actionable insights, and offer guidance on ho
What you’ll get
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A tailored budget plan that fits your unique financial situation.
We use Google Sheets
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A tool to help you monitor and manage your spending effectively.
This is built using Google Sheets.
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Practical recommendations and strategies based on our conversation to optimize your budget journey/plan.