September 9, 2015

Heads up!


The next available NYC Brunch & Budget sessions are 4-5 WEEKS away

The next available VIRTUAL sessions are 2-3 WEEKS away

ALSO!! Pam will be on maternity leave starting in October 😍 and will not be taking brunches again until February 2020

Sam Gorelick, CFP® will be available to brunch starting in September

***Please do not make a payment unless you are okay with meeting in these time frames.***

If you have a time-sensitive financial situation you'd like advice on and need to speak sooner, you can book a b&b Just One Thing call here: We will meet via video chat.

Excited to Brunch & Budget with you!


Welcome back! While first brunches are reserved for new clients, below are two options for how to meet again:

OPTION 1: Need to talk through a few things you're thinking about? Book a Just One Thing call at The rates are sliding scale based on income.

OPTION 2: Need help getting your finances organized and want guidance and support to build a financial foundation? Become a Budge client and we'll help you do it!

Want to skip brunch and go all in?

If you're ready for ongoing, one-on-one financial planning and coaching and you're sure you'd like to work together on an ongoing basis, skip over to Budge and we can get started on making some serious financial progress. Otherwise, let's Brunch!