What You Can Expect

Our Flagship Service - We help you to identify and understand your money habits and triggers, manage financial stress and anxiety, build confidence in money decision-making, and shifting from a "scarcity" mindset to a "growth" mindset.

Our initial consultations are 30-45 minutes in-person or via Zoom. Book NOW and the initial consultation is on the house!

We will help you identify your goals, track your income and expenses, create a budget and spending plan, build your financial discipline, and guide you in building your emergency fund.

We will help you plan for life’s unexpected turns and protect what matters most. Financial confidence isn’t just about budgeting or saving—it’s about preparing for the future.

We will work together to understand your insurance options and coverage needs, review basic estate planning tools like wills and beneficiaries, prepare for major life changes such as job transitions, family growth, or retirement, and build a plan that safeguards your goals and gives you peace of mind.

The Budget Company excels in educating our clients as to how credit actually works — including credit scores, credit reports, and what factors influence them (payment history, credit utilization, length of credit history, etc.). 

Together, we will explore credit repair strategies and credit-building tools, provide debt management support, and provide on-going credit monitoring.

We can help you identify and set meaningful short-term and long-term saving goals that fit your lifestyle and priorities. Whether you’re saving for a vacation, a new home, or your future retirement, we’ll guide you step by step.

Together, we will identify what you’re saving for and why it matters, create a realistic savings plan that works with your budget, automate your savings to make progress effortless, track your milestones and celebrate your success along the way.

Financial confidence doesn’t stop at budgeting and saving — it grows with knowledge. We’ll help you understand the key principles of building wealth and planning for your financial future.

Through education and guided discussions, we’ll explore the basics of investing, retirement accounts, building generational wealth, financial independence strategies, and maximizing employer benefits.

Our goal is to equip you with the knowledge and confidence to make decisions that align with your values, lifestyle, and long-term goals.

This is more than just a financial check-up - it’s a holistic walkthrough of where you are, where you want to be, and how to close the gap with clarity and ease. 

You’ve done the hard work. Now let’s make sure it’s adding up to the retirement you want.

We help young people build essential money skills for life. Students learn how to budget, save, use banking tools, manage credit, and plan for short- and long-term financial goals through interactive lessons and real-world examples.

This course empowers teens to make smart financial decisions and develop healthy money habits early.

The importance of saving for college goes far beyond just covering tuition — it’s about creating financial stability, opportunity, and peace of mind for both students and families.

Saving for college is an investment in a student’s future — one that creates options, reduces stress, and builds a strong financial foundation for life.

Our financial consulting services help entrepreneurs and small business owners make smarter financial decisions to grow and sustain their businesses. We provide guidance on budgeting, cash flow management, financial planning, funding strategies, and profitability analysis. 

With practical tools and expert insights, business owners gain the confidence to optimize resources, plan for growth, and achieve long-term financial success. 

Financial planning before and during divorce provides clarity and confidence during a major life transition. Before divorce, it helps individuals understand their full financial picture, set realistic budgets, and prepare for the costs of living independently. This preparation reduces stress and supports informed decision-making.

During divorce, financial analysis and planning ensures settlement choices are fair, practical, and aligned with your long-term goals. We will assist you in evaluating the impact of different options, discuss possible tax implications, and help your protect your assets. Overall, it provides stability and a clear path toward financial security after your divorce.

Empower your team with essential financial skills through our employee-focused consulting program. Participants learn budgeting, debt management, retirement planning, and investment basics, gaining confidence to make smart financial decisions. 

Stronger financial literacy leads to more engaged, productive employees and a healthier workplace culture.