no one everYou’ve probably tried budgeting many times and it just hasn’t worked the way you had planned. At Fiscal Fitness, we offer a unique approach to financial success that includes a customized budget to fit your needs. We’re focused on creating the future of your dreams, not looking back at what you did in the past.

Our approach is simple. We want to meet you where you are financially, create a budget that fits your lifestyle and move you toward success. We do this several ways:

  • Personal service – Nothing is outsourced; you and I work together.

  • Customized budget – I don’t hand you a plan and tell you to live by it. We work to identify what is important to you and create a budget that matches your wants and needs. I don’t want you to feel guilty about buying a coffee on your way to work so we build that expense into your budget…

  • Accountability – Over and over I hear my clients tell me one of the reasons they have failed on previous budgets is because no one was there to check in with them. That’s not the case when you work with me. We set appointments on a regular basis to check in on your progress. These meetings can be done in-person, on the phone, or on a video call.

  • Focus on the future – We’re not going to analyze the past. We’re going to look ahead by creating six months of budgeting so you can focus on the future and track your progress.

  • Positive Reinforcement – None of us are perfect at budgeting. We all make mistakes and it is my role to help you get back on track. I believe in keeping you on track with positive reinforcement such as emails, cards and phone calls.

  • Flat fee – I charge a flat monthly fee during the first six months to allow for unlimited meetings. We meet often and you don’t have to worry about racking up a big bill. After six months, you’re likely to budget on your own so you only pay for each session you schedule.

  • Unlimited contact – You’re going to have questions and I want to be able to get you answers. That is why your monthly fee includes unlimited emails.

  • Non-judgmental – I am not going to judge your money habits or lifestyle. It is my goal to work with you to help take the stress out of money.

We believe that your money should be working for you and not the other way around. Our unique approach to budgeting is helping our clients create the financial future they desire. Schedule a Eureka Session to get started on the path to financial freedom.