The first Brunch & Budget® is pay-what-you-can + you provide the meal. These are one-on-one conversations.
You should have access to affordable, unbiased, high quality financial advice, no matter what your financial situation.
Our first Brunch & Budget® is the beginning of a whole new relationship with your money. You'll walk away with:
CLARITY ON YOUR GOALS AND WHAT IT WILL TAKE TO GET THERE
What do you actually want your life to look like? We do a deep dive on what your goals and aspirations are so we know exactly what you're working towards and can plan how to get you there. It's not about giving up shopping or never going to restaurants, it's about figuring what you can do today to have the tomorrow you've always wanted.
AN UNDERSTANDING OF WHERE YOUR MONEY IS GOING AND WHY
It's never just about the money. We spend time figuring out what your money personality is and talk about how it affects every financial decision you make, from buying a coffee every day to saving for something big and exciting. Understanding your relationship with money is one of the best ways to create and keep habits that serve what you truly value.
PERSONALIZED ADVICE YOU CAN IMPLEMENT RIGHT AWAY
The nitty gritty. In our first Brunch, We will start to piece together some quick wins you can take action on that day. We won't be able to get to everything, but we'll make sure to talk about your most pressing and top of mind issues. Things like:
student loan debt
spending and saving
estate & other legal docs
Here’s how it works:
It’s simple. The first Brunch & Budget is pay-what-you-can + you provide the meal. You choose a day and time and pick a place to meet. Not in the New York area? No problem! We can do a b&b virtually! In a relationship and ready to talk about money? Come together! I insist!
You'll get a link to your Money Questionnaire, which includes access to a personal and secure login for you to provide some helpful information to make our b&b as productive as possible. If you've never put your financial life down on paper, grab a drink and get ready to dig in!
When we meet (in person or virtually), we will explore your values around money and answer your burning questions. No need to take notes! You’ll get a detailed follow up email and some clarity on how to move forward with your finances.