Budget Meetings

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If you (+ your partner) are ready to start up a regular budgeting practice, but you feel overwhelmed or need accountability to build the habit, Budget Meetings will get you where you want to go!

Our money dates take the stress out of budgeting and turn it into something you can actually look forward to. In our sessions, you’re in the driver’s seat designing a plan that supports your goals and your values. I’ll be riding shotgun to encourage you, keep you accountable, and share my nine-years-and-counting of monthly budgeting expertise — so you can shorten your learning curve and maximize your progress toward your goals.

This monthly plan is $150 before discounts, and includes support setting up your budget in the platform of your choice plus three 30-minute budget meetings at the beginning, middle, and end of the month.

  • First meeting: create your forecasted spending plan for the month by categories that reflect your real life and your goals.
  • Second meeting: ensure all transactions are correctly categorized and adjust your spending limits as needed — budgets are written in pencil, not in Sharpie.
  • Third meeting: finalize transactions, fine-tune your spending categories, and reallocate unspent dollars to max out your goal progress!

This plan is eligible for sliding-scale/scholarship pricing. If you are interested, please check out our short and easy application.

Budget plan members receive expanded self-schedule calendar access and ongoing unlimited text/email support about budget issues. If you think our Budget Meetings plan might fit your needs, email hi@fortunamoney.com and we’ll get you set up.