GOAL-BASED BUDGETING
WITH
RANDI DEGRAW
BUDGET ACCOUNTABILITY COACH AND COUNSELOR
Live Your Best Financial Life
My Approach
Since 2018, I have coached 300+ clients nationwide to learn how to set a budget and stick to it effectively.
If you feel overwhelmed by your current financial situation, I aim to help you approach your finances holistically. As a Certified Financial Coach and a Certified Financial Social Work Counselor, I am trained to give you a personalized plan based on your current financial picture with actionable steps to help you confidently move forward.
When we have meetings, my main goal is to give you a safe, judgment-free space to talk about your money and your feelings about it. I want you to feel as comfortable as chatting with your best friend.
What
We
Do
Budgeting and Saving
I'll review your current income and expenses and give you a personalized budget for what you can realistically spend and save.
Debt Repayment
We'll discuss different strategies to reduce your consumer debt and determine the right one for you. We'll also talk about "why" consumer debt exists and how to avoid it going forward.
Goal Setting
In order to be successful, you have to know what you are working towards. The sky is the limit here, once you have a clear idea of what you would like to accomplish, you'll feel ready to move forward with your new budget.
Retirement Review and Investing Education
We'll do a retirement projection to see your progress. We'll discuss what you need to do to prepare for retirement at whatever age that may be.
