Dollars & Sense Analysis

Service Description

$149 value; first 10 clients pay only $49! See exactly where your money went over the last 3 months Uncover hidden spending, like unused subscriptions or sneaky fees Get a personalized plan to make your money reflect your values and priorities Includes an optional 15 min. consultation to walk through your insights How It Works Step 1: Gather Your Data Download your last 3 months of transactions from Rocket Money (or your preferred expense tracker) and send the spreadsheet to me. Step 2: Deep Dive Analysis I’ll organize your spending into categories, identify patterns, and highlight opportunities to save or redirect your money toward what matters most. Step 3: Personalized Recommendations You’ll receive a custom report with clear, actionable steps to help you take control of your money—no vague advice, just what works for your lifestyle. Step 4: Optional Consultation Schedule a free 30-minute consultation to walk through your report with me. We’ll clarify any questions, discuss strategies, and help you feel confident about your next steps. Step 5: Take Action & See Results Implement the recommendations and start building habits that make your money work smarter, not harder.