Preparing for the New Year

newyear

I’m going to give you some tips to preparing for the new year, financially, by explaining a bit about my coaching program.

My Clients

People who “struggle” financially often feel a lot of shame or guilt. I think describing my “average” client will help you realize that debt and money issues are more common than you may think:

– Moms and Dads with 2-3 kids ages 5-12
– Household income around $100,000
– Haven’t bought a house yet
– Their budget is off by about $500/month
– Never created or used a budget
– Feel ashamed they don’t make more money
– Live in “good” neighborhoods
– Kids go to “good” schools
– Drive nice cars
–  Frustrated they don’t have extra money to save
– Smart
– Educated
– Hard Working
– Family oriented
– Busy with life, work, school, kids etc.

Successful Budget

A successful budget has three things
1) Personalized – Fits your family’s personal income and expenses
2) Easy to use – If it’s too complicated you’ll dread updating it and won’t use it
3) Feedback – It should give you meaningful data to help you make little course corrections throughout the month.

Share this post

Share on facebook
Share on twitter
Share on linkedin
Share on email

Get out of Debt

My worksheet will help you set up a personalized budget for your family. With it you’ll be able to easily create a plan and timeline to pay off all your debt.

Scroll to Top

Enter your name and email to get instant access to all my Freebies!

Complete 50%

Enter your name and email to get instant access to the spreadsheet

free download

Easily Create a Personalize Budget

free download

Free Holiday Budget

This spreadsheet creates your holiday budget in 3 EASY steps. With it you can reduce or even eliminate your holiday financial stress!
Complete 50%

Enter your name and email to get instant access to the spreadsheet

Complete 50%

Enter your name and email to get instant access to the
Debt Loop Guide

Complete 50%

Enter your name and email to get instant access to all the resources referenced in the podcast.

Complete 50%

Enter your name and email to get instant access to the budget

Complete 50%

Enter your name and email to get instant access to the spreadsheet

Complete 50%

Enter your name and email to get instant access to the "Loan Payment" spreadsheet

Complete 50%

Enter your name and email to get instant access to the worksheet
"11 Ways to Increase Your Net Income"

Complete 50%

Enter your name and email to get instant access to the worksheet "Create New Thoughts"

Complete 50%

Enter your name and email to get instant access to the worksheet "7 Budget Cheats"

Complete 50%

Enter your name and email to get instant access to the Money Beliefs worksheet