Lesson series: Budgeting made practical
Customized Budget Help
Learn about one-on-one guidance to start and maintain a budget that fits your unique needs.
Your Personalized Path to Financial Clarity
Tired of generic budgeting advice that feels one-size-fits-none? The Customized Budget Help course is your direct gateway to one-on-one expert guidance, tailored to your unique financial situation.
From first-time setup to ongoing support, such as basic bookkeeping for entrepreneurs, this isn’t just a course. It’s your direct line to a dedicated financial partner.
Whether you're managing personal finances, building a freelance career, or running a small business, I’ll work alongside you to create a budget that’s practical, flexible, and sustainable, one that truly empowers you to master your money.
From first-time setup to ongoing support, such as basic bookkeeping for entrepreneurs, this isn’t just a course. It’s your direct line to a dedicated financial partner.
What's Inside:
This "course" gives you a clear overview of my personalized services and walks you through the steps to get started. Here's what you'll find:
- A Clear Service Overview: Learn what kinds of support are available from budget creation to advanced financial organization using tools like Excel and SmartSuite, plus ongoing bookkeeping for freelancers and small businesses.
- My Proven Expertise & Unique Approach: Discover my background in finance, fraud detection, and investigative work including my time in the U.S. Coast Guard and as a Certified Fraud Examiner (CFE). This experience helps ensure the strategies we build together are secure, efficient, and grounded in reality.
- Transparent Process & Pricing: Know exactly what to expect with a clear breakdown of how consultations work, my $50/hour rate, and how your commitment fee is fully applied to your session.
- Direct Access: Ready to get started? This course gives you direct access to the Custom Support Form, where you can share your goals so we can schedule your consultation time with ease.
What's included?
Frequently Asked Questions
What is "Customized Budget Help"?
This course serves as the detailed onboarding process for my one-on-one consulting service. It provides an in-depth explanation of how personalized guidance is designed to meet your specific budgeting and financial organization needs, whether you are managing personal finances, freelance income, or running a small business.
Actionable Note: For a brief summary of my CFE-backed qualifications and services before enrolling, please visit the Proactive Planning & Budgeting section of my main website
Who is this service for?
It’s ideal for individuals, families, freelancers, and small business owners who:
- Are new to budgeting and need a starting point.
- Have an existing budget but need help refining it or staying consistent.
- Want guidance on debt reduction.
- Need help setting up custom financial tracking systems that are more affordable (e.g., in Excel, SmartSuite).
- Are looking for ongoing bookkeeping or review support.
- Value expert insight and a security-focused financial perspective.
What are your rates?
My standard rate is $50 per hour for budgeting, financial organization, and support services. Your initial commitment fee is applied toward this rate.
What tools do you work with?
I'm flexible and we can use the tools that work best for your workflow and comfort level. That includes:
- Excel or spreadsheet templates
- Budgeting apps (like YNAB)
- Airtable, SmartSuite, or other platforms for integrated tracking
You don’t need to choose ahead of time as we’ll figure out the best fit together.
What if I'm feeling embarrassed or overwhelmed by my finances?
You’re not alone and there’s zero judgment here. As a Certified Fraud Examiner and former detective, I’ve worked with clients in all kinds of financial situations. My focus is on helping you move forward with confidence. Your information is handled with empathy, confidentiality, and respect.
Are you a CPA, Financial Advisor, or Tax Preparer?
I'm not a CPA, PA, or licensed financial advisor. I specialize in budgeting, financial organization, and basic bookkeeping guidance—not tax prep, auditing, or investment advice.
What I can offer is a layer of security, thanks to my certification as a Fraud Examiner (CFE), and practical tools to strengthen your financial routines and spot vulnerabilities before they become problems.
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