Services & Pricing
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.
How It Works
You will begin by submitting the past 3 months of spending across all your accounts and then filling out a short getting to know your form. You will then schedule a meeting after I go over your spending. We'll talk about your goals and priorities. What you want your financial life to look like. Then we will go over your current situation and analyze areas you're being held back. We'll come up with a rough draft for your budget on the initial call and then I will work to finalize a budget that works for you and gets you where you want to go. Once the budget is solidified and approved by you, I will help you get set up in the App! Built specifically to integrate your custom plan. From there you will be set to track your spendings, control and monitor your budget, see where you stand with savings and goal progress. What bills are due next, and much more. You'll be well on your way to achieving your financial goals. And if things aren't quite perfect, we will have a chance to evaluate and make tweaks if needed at our 60-day check-in made easy with the check in feature built into the App.
Book Your Intro CallThe 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.
How It Works
You will begin by submitting the past 3 months of spending across all your accounts and all current debts you have. You then fill out a short getting to know your form. We will then schedule a meeting after I go over your spending and debt situation. We'll talk about your goals and priorities. What you want your financial life to look like. Then we will go over the last 3 months of spending you sent and analyze areas you're being held back. We'll come up with a rough draft for your budget and debt payoff strategy on the initial call and then I will work to finalize a budget and payoff strategy that works for you and gets you where you want to go. Once the budget and payoff plan is solidified and approved by you, I will help you get set up in the App! Built specifically to integrate your custom budget and debt payoff plan. From there you will be set to track your debt and spendings, control and monitor your budget, see where you stand with savings and goal progress. What bills are due next, and much more. You'll be well on your way to achieving your financial goals. And if things aren't quite perfect, we will have a chance to evaluate and make tweaks if needed at our 60 and 90 day check-ins made easy with the check in feature built into the App.
Book Your Intro CallThe 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.
How It Works
You will begin by submitting the past 3 months of spending across all your accounts and all current debts you have. You then fill out a short getting to know your form. We will then schedule a meeting after I go over your spending and debt situation. We'll talk about your upcoming change and what life will look like. What you want your financial life to be now and once the change happens. Then we will go over the last 3 months of spending you sent and analyze areas you're being held back. We'll come up with a rough draft for your new budget and future budget on the initial call and then I will work to finalize a budget and payoff strategy that works for you and gets you where you want to go. Once the budget and payoff plan is solidified and approved by you, I will help you get set up in the App! Built specifically to integrate your custom budget and debt payoff plan. From there you will be set to track your debt and spendings, control and monitor your budget, see where you stand with savings and goal progress. What bills are due next, and much more. You'll be well on your way to achieving your financial goals. And if things aren't quite perfect, we will have a chance to evaluate and make tweaks if needed at our 60 and 90 day check-ins made easy with the check in feature built into the App.
Book Your Intro Call