We loved helping you create a spending plan. Congrats again on taking that step — after all, your budget is your #1 tool in hitting all your money goals. Now it’s time to build on that progress. (Plus, life changes fast, and your budget needs to keep up!)
You’ll work with the same financial planner who originally helped you build your budget to talk about what’s working or not working, reevaluate your income and expenses, and update your plan as needed so that it still aligns with your values and goals.
To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.