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Who It's For:
Budgetdog Academy is for you if you’re someone that wants to reach true financial freedom and you need the resources, motivation and personalized coaching.

You do NOT need to be an expert in budgeting, investing, insurance, estate planning or excel. You simply need to show up. I coach you the entire way to financial freedom with a custom roadmap. If you are a fit, we set the goal of YOU achieving financial freedom from my own very financial roadmap in 6 months or less.
What It Helps You Achieve:
Budgetdog Academy will help you achieve the following in 6 months or less:
  • Master the required personal financial statements needed for maximum success
  • Feel confident investing and selecting your own investments 
  • Have the assurance that all personal finance boxes are checked
  • ​Achieve all of your personal goals
What STUDENTS are saying:
How It Works:

Budgetdog Academy gives you everything you need to achieve these results.

  • Custom Plan: 1on1 onboarding session to map out your goals & financial freedom
  • Roadmap: Step by step resource guide to ensure financial freedom in 6mo or less
  • Tools: Get all the resources you need to fulfill financial freedom.
  • Guidance: I will actively coach you for 6mo: 24/7 access to me
  • Classroom: Weekly classes with live Q&A at the end
  • Content Library: All past classes and Q&A saved in our content library
  • ​Community: Full of others with the same goals finance actively helping each other
  • End Goal: to set up your automated financial plan that takes you NO MORE than 30 minutes per month with extreme confidence and clarity to reach all of your goals.
  • We will set up your:
  • • Money Mindset Meeting with our Behavioral Psychologist (optional)
  • • Budget
  • • Balance Sheet
  • • Amortization Schedules (if applicable)
  • • Money Plan to reach goals
  • • Bill Pay Automation
  • • Investment Accounts
  • • Investment Allocations
  • • Investment Resources
  • • Investment Plan to reach goals
  • • Insurances
  • • Trusts & Wills (if applicable)
  • • Durable Health Care Power of Attorney
  • • Financial Power of Attorney
  • • Tax Strategy
  • • Money Mindset

How To Get Started:
If you want to reach financial freedom and need the resources, motivation, and personalized coaching to do so... schedule a call using the calendar below and my team will meet with you on Zoom to see if you're a good fit for us.

book your free strategy call with my team today

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