Budget Analysis
Perfect for teachers who want a snapshot of their financial habits and a clear path forward
Service Description
If you’ve ever wondered “Where is all my money going?” or felt like you’re working hard but not making progress, this service is designed for you. This one-time, no-commitment Budget Analysis gives you a clear, customized snapshot of your finances — plus actionable steps to help you keep more of what you earn and move closer to your goals. -------------------------------------------------------------------------------------------------------------------------------------------- What’s Included 1. Complete Budget Review We’ll analyze your income, expenses, savings, and debt to see exactly where your money is going and identify areas for improvement. 2. Personalized Spending Insights Get tailored, expert guided recommendations that fit your lifestyle — not a generic plan that ignores your real-life needs. 3. Expense Optimization Strategies Learn where you can cut costs without feeling deprived and how to redirect those dollars toward your priorities. 4. Savings & Debt Payoff Plan We’ll outline a practical, easy-to-follow roadmap for building savings, eliminating debt, and reaching your financial goals faster. 5. One-Hour Online Consultation Call We’ll walk through your spending and proposed action steps during our call, answer your questions, and make adjustments in real time. ----------------------------------------------------------------------------------------------------------------------------------------------- Why This Works No Monthly Commitment – Pay once, get lasting results. Expert Guidance – Benefit from proven strategies tailored to educators and individuals seeking financial clarity. Actionable & Achievable – Walk away with a plan you can start using immediately. Perfect for All Stages – Whether you’re just starting your financial journey or fine-tuning your path to wealth. Customized Plan You’ll receive a realistic, values-based plan tailored to your lifestyle, income, and goals. Margin Discovery I’ll help you uncover ways to free up income (“margin”) to put toward savings, debt payoff, or lifestyle improvements. 1:1 60-Minute Virtual Session We’ll walk through the analysis and plan together, with time for Q&A and adjustments.
Cancellation Policy
1. Service Overview This agreement outlines the terms and conditions for a one-time Budget Analysis service provided by Educator Wealth Solutions. The goal of this session is to analyze past spending, create a personalized budget, and identify financial margin for the client. 2. Services Provided Educator Wealth Solutions will provide the following: Review of 1–3 months of the client’s actual income and expenses Creation of a customized, values-based monthly budget Discovery of margin opportunities to improve savings, debt payoff, or lifestyle goals One 60-minute 1:1 Virtual session to review findings, discuss goals, and adjust the budget Delivery of a personalized PDF budget plan 3. Payment Terms The total fee for this service is $199 Payment is due in full at the time of booking Payments are non-refundable 4. Client Responsibilities The client agrees to: Provide accurate financial data (spending, income, expenses) prior to the session Attend the scheduled Virtual session on time Complete any intake forms or pre-session questionnaires sent by the coach 5. Confidentiality All personal financial information shared with Educator Wealth Solutions will be kept strictly confidential and used solely for the purposes of this service. 6. Disclaimer Educator Wealth Solutions does not provide legal, tax, or investment advice. This service is for educational and planning purposes only. Financial decisions made by the client are solely their responsibility. 7. Cancellation & Rescheduling Sessions may be rescheduled with at least 24 hours’ notice No-shows or cancellations within 24 hours of the scheduled session will forfeit the service without refund
Contact Details
robbie@educatorwealthsolutions.com