Virtual Brunch

1-1 Financial Coaching Session for First Time Clients

🥓What is it?

A chill, relaxed zoom session dedicated to talking about your financial life. It’s great if you already have a ton of questions, but it’s also great if you have no questions and you have no idea where to start. You can start with us.

We’ve found there is a lot of shame around reaching out to a financial planner or coach because you feel like you don’t know “enough” (whatever that means) or don’t want to “waste anyone’s time” (you won’t be) or feel like you need to “get my finances together first” (that’s what this meeting is for!).

We’re here to help you get shameless about where you are in your financial journey, starting with a virtual brunch.

We’re excited to meet you!

💸What it costs:

The rate is sliding scale based on income. Click on Book a Virtual Brunch to see the suggested rates.

We also want to acknowledge that income doesn’t tell your whole financial story, so there is also an option to pay what you can. Maybe your income is high but you have a lot of financial obligations or perhaps your income is low, but you have a lot of money in the bank.

If you can afford to pay a little more for a Virtual Brunch, it would be great. You would be helping subsidize the cost for someone else who really needs the help and can't afford as much.

These virtual brunches are part of our continued effort to make financial advice as accessible as possible and serve as many people in our community as possible.

PLEASE NOTE: Virtual Brunches are for first time clients (or if you haven’t met with us in the last two years). If you’ve met with us recently, please instead schedule a financial advocate call at brunchandbudget.com/advocate

🍳How it works

  • Step 1

    Book a virtual brunch at the link below and make a payment. You’ll be redirected to a calendly scheduling page to choose a time for your Virtual Brunch.

  • Step 2

    After you choose a time, you’ll get a series of questions that should take 5-10 mins to complete (depending on how much you want to share up front)

  • Step 3

    If you have questions or documents you want to go over together, feel free to send ahead of time or plan to bring to the session

  • Step 4

    You’ll get a 45-min chat with a financial coach (a CFP or AFC). If you don’t have any questions for us to start off, don’t worry, we’ll have plenty to talk about either way! Feel free to bring a drink, some food, whatever will put you at ease

  • Step 5

    Learn what your money personality is and how to make it work for you (brunchandbudget.com/personality if you want a preview!)

  • Step 6

    Get clarity on your financial goals and how to create a timeline to achieve them

  • Step 7

    We’ll send a follow up email with a recording of the virtual brunch available to download for the following 7 days

Book a Virtual Brunch!

Some ideas for what we can talk about - tell us what you want to focus on:

****NOTE - we will not be giving investment advice on these calls****

🦋 Big life goals:

✅ Talk through how to buy your first home

✅ Start a family/have a baby

✅ Put together an estate plan

✅ Talk to your parents about money

💻 Career:

✅ Negotiate raises, or change jobs, or change careers

✅ Transition from full time employee to full time freelancer

✅ Start a side hustle or flesh out a new business idea

✅ Make sure you’re taking full advantage of your employee benefits

💳 Credit & Debt:

✅ Start creating a debt pay down plan

✅ Review your credit score together and discuss how to improve it

✅ Get on the right student loan payment plan

💰 Budgeting and Saving:

✅ Align your spending with your values

✅ Find money to save and create a system for saving

✅ Organize and streamline checking and savings accounts

✅ Combine finances with your partner

💼 Freelancers and Small Biz Owners:

✅ Create 12-month cash flow projections and increase rates/streams of income

✅ Learn how to put together a one-page business plan

✅ Create a system for tracking biz expenses to maximize tax deductions

✅ Determine the best retirement plan for self-employed + maximize tax savings

✅ Get the right business entity set up

✅ Organize bank accounts between biz and personal