Four-Hour Money Audit Session

Are you a business owner needing to organize your finances?

Most business owners end up mixing business with personal, money that is. Run your household like a million-dollar corporation and audit your finances so you can build wealth by plugging your money leaks. My money and audit strategies have helped a $14 billion company save close to $10 million. I

Having your own personal money audit will help you:

Find – Deep dive to find opportunities for you to save money

Allocate – Disperse your income into your monthly money activities

Manage – Provide a money plan for you to manage

Receive a blueprint to help allocate money to your fixed and variable expenses, debt, and savings. In addition, there will be a deep dive into where you have money leaks to learn how to maximize your money and control where your money is going.

Money Audit Details:

• 4 hours (Choose One)

  • In-person

  • Online

• Includes:

  • 15-Minute Assessment Call

  • Digital Money Assessment

  • Wealth Tracker Worksheet

  • Goal Reflection Journal

  • Release Money Fear Worksheet

  • Money List - Things I Want For My Money Worksheet

  • 30-Day Weekly Family Planning Meal Plan List Template

  • 30-Day Weekly Family Planning Grocery List Template

  • Debt Reduction Credit Card APR Reduction Tracker

  • Credit Card APR Reduction Request Phone Script

  • Collections Removal Script

  • Digital Budget Template

  • Hardcover I AM Wealth Gratitude & Financial Journal

• Audit Breakdown

  • Deep dive into monthly income

  • Assessment of income to expense ratio

  • Review of past 2 months of spending

  • Reallocation of expenses and debt

  • Personal net worth assessment

  • Development of saving strategies

  • Effective Meal Planning Strategies

• Outcome

  • Ability to track assets and liabilities

  • Receive strategies for management of expenses

  • Structured debt repayment plan to 60 days

  • Spending allocation plan for 60 days