Welcome — you’re in the right place.
This short form helps me get to know you, your business, and what you’d love to achieve with your money.
You don’t need to have everything ready — just answer what you can. We’ll figure the rest out together.
The Simple Budget
The Simple Budget provides a coaching service and general educational information. The Simple Budget does not provide personal financial advice. You should consider whether the services and information provided meet your needs, and where appropriate, seek advice from a financial planner or other professional.