Success with Money: The Works

Overview

Along with learning everything you need to know about effectively Organising and Managing your Day to Day Finances, how to Dump Your Debt, and Achieve the Lifestyle You Desire, you will also have me as your Personal Coach and Accountability Partner for a 6 month period.

Includes

  • 4 x 1 Hour Software Training Sessions in first month

  • 5 x 1 Hour Sessions in subsequent 5 months of program

  • Extra sessions and monitoring as required

  • Debtbuster session and written plan for eliminating debt in the optimum time (this may include working with other Financial Professionals re possible debt consolidation)

  • Comprehensive E-Guide

  • Full support, accountability and monitoring during the 6 month program

Cost

  • $95 upfront + 6 monthly payments of $200

  • $10/month for the Spending Planner software (A cloud-based program and is an ongoing cost)

  • Payment Plans available

 
It’s hard to describe the complete peace that comes with being able to see your financial situation at any given future point and know exactly where you are and what you need to do!

I can highly recommend Carolyn as a Spending Planner.. Professional, efficient and above all, a pleasure to work with... and peace of mind having an accountability partner to see me meet my financial goals!!
— Julie D - Client in 2019