Budgeting and Financial Readiness
Focused on personal budgeting and structural financial readiness to build a solid foundation for your future.
Services to Support Your Next Financial Milestone
We help work-from-home recruiters, 1099 contractors, and aspiring homebuyers with budgeting and structural financial readiness.
1099 Income and Remote Strategy
Smoothing irregular income and setting up tax-withholding and expense tracking for long-term stability.
Business Readiness Consultation
DTI optimization and documentation for mortgage or business-loan readiness, preparing you for ownership.
Tell us which service you’re interested in and we’ll follow up with next steps.
Remote Work Onboarding
Credit Counseling for Homebuyers
Online Coaching Payments
Remote Work Onboarding
Home Buyer Credit Support
Online Coaching Sessions
Strategic Consulting to Optimize Your Income and Secure Your Future
We offer comprehensive budgeting, 1099, and business readiness solutions tailored to each client’s unique financial goals.
Budgeting and Financial Readiness
$249
(One-Time Deep Dive Session)
A comprehensive 60-minute personal finance audit designed to organize your cash flow and build a sustainable financial foundation.
- ✓ Custom cash-flow optimization blueprint
- ✓ Tailored savings and budgeting strategies
- ✓ Personalized readiness checklist
1099 Income and Remote Strategy
$199 / month
(Ongoing Retainer)
Dedicated monthly 1-on-1 coaching for independent contractors, freelancers, and remote workers looking to stabilize their finances.
- ✓ Smooth out irregular monthly income streams
- ✓ Set up automatic tax-withholding buckets
- ✓ Track and organize business expenses
- ✓ Ongoing accountability and financial check-ins
Business Readiness Consultation
$1,500 total
(or 3 monthly payments of $525)
A premium, 3-month intensive roadmap for aspiring homebuyers and entrepreneurs prepping for major milestones.
- ✓ Comprehensive DTI ratio optimization strategies
- ✓ Financial structuring to meet underwriting benchmarks
- ✓ Preparation and organization of financial documentation
- ✓ Bi-weekly milestone consulting calls
Our coaching and consultation services provide educational resources, productivity coaching, and financial organizational strategy. We are business and financial readiness coaches, not CPAs, tax attorneys, licensed mortgage brokers, or lenders. We do not provide legal, tax, or loan-issuance advice.