Our services

Budgeting Tools

Dive into financial planning with our free budget templates. Designed for ease and effectiveness, these tools are your first step towards financial literacy and independence. Perfect for the DIY spirit, they empower you to take control of your finances at your own pace.

Unique Templates

Embark on a fulfilling financial journey with our exclusive budgeting tools. Our specially designed Google Sheets and Excel templates come with a unique ‘Happiness Category’—because budgeting isn’t just about restrictions; it’s about planning for joy. This feature ensures that you’re allocating funds not only towards necessities but also towards what brings you happiness. It’s financial well-being with a smile. Remember, ‘Happiness on a Budget’ is about enjoying life thoughtfully.

Financial
Check-Up:

Money Moves for 2024

Jumpstart your financial health with our “Money Moves for 2024” session. Forget the overwhelming jargon—our financial check-up is about setting you up with simple, effective steps to grow your savings. I will show you the ropes of smart saving habits and introduce you to the basics of investing, so you can start building your nest egg. It’s financial literacy made easy, and for a small fee, I will take the complexity out of it, leaving you to focus on your goals.

Work with me

Let's chat! Whether it's your first budget or optimizing your savings, I can help you.