lelt’s figure it out.
control: making a financial plan
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Your current financial state.
You can’t change your financial well-being if you don’t change your mindset. After we discuss your background with money and how you currently spend your money, we’ll create a plan and put that plan into action.
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your spending habits
Next, we’ll move on to the good stuff. We want to know how much money you’re bringing in on a monthly basis, where you’re spending your money, and what your monthly bills entail. Some questions that we’ll cover are:
What are your current spending habits?
What bills are absolute necessities?
Where can you cut out some of your spending?
We’ll cover it all!
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What’s your current financial situation like?
Do you feel like you’re drowning in debt? Do you feel like bills keep piling up and there’s no way out? Do you want to know the feeling of financial freedom?
Guess what? That’s what we’re here to teach you!
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What would you like to work on?
Do you want to simply pay off debt? Do you want to build a savings account? Buy a house?
We can help you do ALL of that and more.
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What does your financial future look like?
We all dream of success. We all dream of having money. But not everyone is willing to truly put in the work. That is a decision that you have to make for yourself. We want to help you succeed, but it is up to you to decide if you’re up for the challenge and are ready to WORK.
the financial analysis report
What is the financial analysis?
Now that we’ve connected your mentality with your finances, we take a look through your finances and create your financial analysis. My financial analysis spreadsheet breaks down your income and every single bill that you need to pay for the month as well as debts that you owe. This analysis will show the exact percentage of your income that you spend in categories like rent, utilities, insurance, credit cards and so much more. This will help us determine where you’re spending the most money and where you can make adjustments.
How does the Financial Analysis help me?
Great question! The financial analysis helps you to gain CONTROL of your finances. You’ll be more in tune with where your money is going. You may be a case of earning enough money, but not knowing how to use it correctly. Or you may have to reevaluate your occupation to pay off your debts and sustain the lifestyle you are living. After we’re finished with the analysis, we will create a plan of action. Click below to find out how!