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Annual Budgeting & Banking Management

Annual Subscription

  • 15 minutes
  • Microsoft Teams

Service Description

Because my budget has exclusive formulas built in that show you your estimated cash flow years into the future, I am able to set up automatic transfers that guarantee you'll: 1. Pay Yourself First! 2. Pay ALL your bills ON TIME, EVERYTIME 3. Always hit your weekly savings goals 4. Always hit your weekly investment goals 5. Get paid every Friday (Regardless Of Your Pay Schedule) 6. Never Manually Pay Bills Again! Confidently pay the maximum on debt without going negative, crushing ANY interest rate. We​ will: ​ Discuss bank options available to you that check all the boxes necessary to function You will: Open Main account Open each weekly expense checking account needed Set up direct deposits for ALL INCOMES Set up Autopay for ALL BILLS I will then set up your automatic transfers based on the numbers we agree upon that you want to have in the future and that's it. You get a weekly spending amount and the rest takes care of itself. We will meet once a week to review any changes you want to make. You will have your own personal accountant ensuring your life builds itself all while having a front-row seat to your accounts building.

Cancellation Policy

Cancel Anytime

Contact Details


Acworth, GA, USA

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