Why Brunch?

The Story

Pam first offered to do Brunch & Budgets for her friends waaaay back in January 2012. She sent a handful of friends an email and told them, "Note: all meetings will happen over food/drink-type things and I only accept food and drink as payment. Feed me, Seymour!" (She had just watched little shop of horrors, haha).

This whole thing started off as a way to help her friends with their finances and she could have never, ever imagined that she would have the privilege to turn this into a business helping people with their financial lives.

Pam dug up the old email and want to share the last paragraph of it because it's as true today as it was in 2013:

So why brunch?

Brunch icon

Brunch & Budget is about sharing and building together on common ground.

It's not about the food (though we love the food) and it's not about the numbers (though we're nerds about the numbers).

Breaking bread with you cuts away the pretense, the gravitas, and, frankly, the BS, that often comes with engaging in the financial services industry. As we uncover what you really value and what you truly want your life to look like, we can put in motion the strategies and tactics that will bring you financial clarity.

All the other noise is silenced, all the other distractions disappear.

Brunch & Budget® isn't about brunch or even about budgeting. b&b gives us the space to have real, open, and vulnerable conversations. It's about getting to the heart of why we're sitting across the table in the first place:

We are here to help you find the path to live the life you want to live.

Let's get there together.