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Build a budget that works, then pressure-test it with your real spending.
Most budgets fail because they are built on guesses. In this session, we build your zero-based budget together using your actual statements, then review what your spending really looks like so the plan fits your life. You leave with a working budget in your hands, not homework.
What you leave with
A completed zero-based budget, set up in the Canadian Money Mentor spreadsheet (or your own system)
A categorized view of your last 2 to 3 months of spending
A list of the three biggest leaks and what to do about each
Sinking funds set up for irregular expenses
Your weekly money routine
A written summary by email within 24 hours
One email check-in during the following 2 weeks
Who it’s for
People who have tried budgeting and quit
People whose spending never matches their plan
Couples who want one shared system
Anyone starting a debt payoff or savings plan who needs the budget first
Before the session: I’ll send an intake form and a checklist. Please bring 2 to 3 months of bank and credit card statements (download as CSV or PDF), your pay information, and a list of regular bills. Please don’t send account numbers, your SIN, or online banking logins.
Build a budget that works, then pressure-test it with your real spending.
Most budgets fail because they are built on guesses. In this session, we build your zero-based budget together using your actual statements, then review what your spending really looks like so the plan fits your life. You leave with a working budget in your hands, not homework.
What you leave with
A completed zero-based budget, set up in the Canadian Money Mentor spreadsheet (or your own system)
A categorized view of your last 2 to 3 months of spending
A list of the three biggest leaks and what to do about each
Sinking funds set up for irregular expenses
Your weekly money routine
A written summary by email within 24 hours
One email check-in during the following 2 weeks
Who it’s for
People who have tried budgeting and quit
People whose spending never matches their plan
Couples who want one shared system
Anyone starting a debt payoff or savings plan who needs the budget first
Before the session: I’ll send an intake form and a checklist. Please bring 2 to 3 months of bank and credit card statements (download as CSV or PDF), your pay information, and a list of regular bills. Please don’t send account numbers, your SIN, or online banking logins.