Financial Consulting


Consulting services focus on strategic and practical solutions you can implement immediately to bring relief to frustrating and stressful situations or behaviors.  No fluff – just straight, no-nonsense talk.
I currently offer individual consulting through two different options designed to help you resolve specific concerns or issues which come up in the course of budgeting.
In Home Assessment
An In-Home family assessment, similar to the popular TV show Til Debt Do Us Part is the most efficient way of finding real solutions that fit your family.  I will make an appointment to come to your home to address your budgeting dilemmas in person, with everyone present and see what your world is really like. By spending time with you and your family I can assess the situation first hand and determine what systems, structures or techniques aren’t serving you well and create a plan of action to make positive change.  You will receive individual advice and recommendations specific to your needs and a plan to get you headed in the right direction. This service is only available to families within a 30 miles radius of Thousand Oaks.

Included:
§  A three hour in home observation visit
§  One hour in home follow-up consultation reviewing recommendations, goals, customized tools and solutions (such a debt boards, budgets, savings, etc.)
§  Written follow-up summary complete with all recommendations
§  A free 15 minute phone consultation to provide clarification and/support after your scheduled home visit
Total Price:  $350

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