⁠Our Budget Power Hour Workshop is on Presale Now!⁠

In this episode we are telling you all about the budget + systems we use for our clients to help them get debt free and feel calm and confident about their finances. Some of the key components include:

Goal Setting: A section dedicated to setting financial goals, whether short-term or long-term.
Monthly Budgets that track income, bills, debt, spending & saving.
Asset tracker: Figuring out your net worth & setting net worth goals is next level!
Debt tracker: Here we create your debt snowball and figure out when & how you can get out of debt.
Debt-free Budget: We like to show clients what life could be like when they're out of debt.
Retirement budget & planner: You have take the time to paint your retirement picture so that you know what you're working toward. Then we have a calculator that lets you know exactly how & when to get to that official retirement moment.

The benefits of our system, that is now available to you, are:

Set & Reach Financial Goals: You can set & reach financial goals. Finally.
Comprehensive and Simplified Approach: Your budget & systems need to offer a comprehensive solution by covering various aspects of financial analysis, tracking, and planning. When you simplify the budgeting process and incorporate automated systems , it's easier for you to manage your own money!
Personalization: The workbook allows users to personalize their budget by creating their own categories and customizing it according to their specific needs. This feature ensures that individuals can tailor the resource to their unique financial situation.
Clarity and Organization: The workbook's layout and structure provide you with clarity and organization, making it easier to understand and work with your financial data. It helps individuals gain a clear picture of their financial situation and track their progress towards their goals.
Retirement Planning: The workbook includes a retirement calculator and budgeting section that helps individuals plan for their future retirement. It assists in visualizing retirement goals, determining required income, and creating a plan to reach those goals.


Email us any questions: info@myidealbalance.com
Interested in Coaching? We work 1:1 with clients to do everything we talk about in this show. If you’re interested, click this link to set up a FREE 30 minute free session with us. We’ll chat, get to know one another and see if coaching is a good option for you! There is no obligation whatsoever on this call, but we will give you some quick wins you can implement immediately to level up your money management!
⁠⁠Book a free 30 minute financial coaching session with us!⁠⁠⁠⁠⁠⁠ ⁠
⁠Visit Our Website⁠ 
"I love Shana & Vanessa and this podcast is amazing!" <-- If that sounds like you, please consider rating and reviewing our show! It helps us to reach more people – just like you – to help them change their financial future. Don’t forget to follow the show so you don’t miss any episodes! And, if you’re feeling really generous, we’d be SO honored if you would share this podcast with someone. 
⁠Click here to view our privacy policy.⁠

---

Send in a voice message: https://podcasters.spotify.com/pod/show/idealbalance/message