Maybe you’re a recent college graduate, facing a new career and student loans. Or perhaps you’re a new mother, and you’re changing the way you and your family spend money. Perhaps you're starting a new business, are caring for a parent, or are in a new relationship. These new life situations bring a lot of financial change, and it’s not easy to make those sudden shifts without help.
…you’re in the dark, completely out of the loop when it comes to your finances.
…someone else (or no one) has all the control, and you have to ask for an allowance to spend any money.
…you and your significant other don’t sit down enough to talk about finances, treating it like the elephant in the room.
…you need to do something to improve your financial situation, and figure out where you stand.
…you’ll never get on top of everything, no matter how hard you try.
The complexities of personal finances can be overwhelming. But managing your budget doesn’t have to be as tough as calculus; it can truly be simple and painless.
How to approach budgeting with a fresh mindset and a tailored approach that works for your specific situation.
How to set up the right accounts for different spending needs, helping make your available cash easier to see.
The best way to manage and pay off your debt, while still maintaining the lifestyle you want to live
It’s okay to receive guidance. Think what it would be like if someone showed you...
That you don’t have to be a financial professional or a math wiz to manage your budget.
When I worked for a ‘Big Four’ accounting company as a CPA, I helped massive corporations get their financial records in order. But I realized I didn’t want to help faceless companies; I wanted to help real people like me. Today, I support women and families as they pay off debt, manage their budgets, and even afford the special purchases they dream about. (New car or beach vacation, anyone?)
Numbers don’t have to be scary. In fact, it’s empowering when you have full understanding of how they work and where your money is going. Taking control of your finances means improving your life across the board.
"I had the best bookkeeping experience ever with Jen! She truly cares about her clients' small businesses and their futures. Even though my business was newer than others, she gave me as much support as I needed. She was always there to answer questions and is so helpful in finding ways to grow my business. Our relationship started because I needed help with bookkeeping, but it lives on today as friends! I'm so grateful to have met and worked with Jen!"
When you work with me, you get my undivided attention and expertise to review your budget situation, your worries and fears. I will show you how to make your situation work for you and your family. You’ll learn to shine a light on your numbers, illuminating the path towards financial confidence and freedom. With my budget spreadsheets and knowledge, we’ll transform your doubt into confidence.
I designed my first budget spreadsheet when I was in high school, and I’ve been refining it ever since. It’s now a killer system that can track everything, from bank accounts to spending habits to mortgage payments, with easy-to-digest charts.
By signing up for my consultation service, you'll receive my budget spreadsheet and all the accompanying materials for free. That includes a how-to introductory video and PDF, tip and trick videos, and more.
The Everyday Budget page, which breaks down your budget by bank account. Using the Everyday Budget page, you can designate certain payments as auto-pay or on-demand, and track each bank account that you set up for different needs or savings goals.
The Debt Tracker page, which allows you to track how you’re paying off debt like student loans, credit cards, or a mortgage. You can adjust your debt pay-off date based on payment and interest rate.
The Bill Tracker page makes sure you never miss paying a single bill and never overdraw your account.
Automatic formulas and charts that update across the board, no matter where you change a number.
Understand your spending. Change your habits. Save to Splurge.