A Clear Plan for Your Money
Built Around You
Personalized budgeting, education, and debt payoff coaching for individuals and families ready to take control
What We Do
Leventhal Financial helps individuals and families in the DFW metroplex build practical plans for their money. We work through your income, spending, debt, and financial priorities with you so you know where your money needs to go each month and how to follow through on it. No insurance sales pitch, no upselling, just straightforward financial coaching and accountability.
Are You…
Living Paycheck to Paycheck
Carrying Debt and Don’t Know Where to Start
Adjusting to a New Job, Marriage, Growing Family, or New Home
Struggling to Create a Budget or Make One Stick
Not Making Progress Towards Your Goals and Dreams
Getting Your Financial Knowledge From TikTok
The Budget Build
With the Budget Build, you will:
- Clearly understand your current situation. The good, the bad, and the things you didn't know to think about.
- Get a fully custom monthly budget built around your actual situation, goals, and priorities. Not just a template with your name on it.
- Have the ability to track, visualize and execute your custom budget with access to the Leventhal Financial Custom Budgeting App.
- Have 3 months of your past spending analyzed.
- Have support to answer questions and guide you through executing your budget, plus a check-in after 60 days to see how the plan feels and if any adjustments need to be made.
The Payoff Plan
With the Payoff Plan, you will:
- Go through everything included in the Budget Build.
- Have a complete debt inventory: interest rates, balances, and minimum payments, all broken down and organized for you.
- Hear multiple debt payoff options and discuss which is best for you.
- Debt integration into the Leventhal Financial Custom Budgeting App, where you can see your debt, your custom payoff plan, and your progress.
- 60 and 90-day check-ins to see how your budget and payoff progress is going and if things need to be altered.
The Life Transition Plan
With the Life Transition Plan, you will:
- Receive everything in the Budget Build and the Payoff Plan.
- Talk through your change or upcoming change and understand the financial needs and changes that will come.
- Have peace of mind that comes with having a plan for going from today to your big change!
- Receive a budget for your current situation as well as a budget for the upcoming change in your life.
- Both budgets available in the Leventhal Financial Custom Budgeting App, with an easy switch feature between your current and future budget, available only to Life Transition clients.
- Check-ins at 60 and 90 days from starting your current budget, plus 30 and 60 days after implementing your transition budget.
Got questions before you’re ready to schedule a call? Feel free to reach out by email or text message first
(469) 790-0645