Services & Pricing

The Budget Build

$650

One-time

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.

Book Your Intro Call

$1,000

One-time Split payments available

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.

Book Your Intro Call

Flagship Service

$1,300

One-time Split payments available

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.

Book Your Intro Call

How It Works

You send in your spending

Three months across every account. That gives me the full picture instead of an isolated “good” or “bad” month that may not reflect your real spending and patterns.
I review it

Every account, every line, every swipe, all before we ever get on a call. That way the time we spend together is about your life and not me reading your statements back to you.
We discuss your situation

Where you are, and where you want to be. The things that make you struggle and where you are strong. What are your goals and priorities? These things all shape your budget and money habits.
We build it out in the app

I build your budget from everything I learn, then we load it into the app together. You gain the understanding behind your budget and the means to track and visualize your financial picture.
Follow up and adjust

What was great and was there anything that didn’t work? At each check-in we look at what really happened, and work out any changes that need to be made to help you succeed.