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Budget Finance 102

$189.00

Budget Finance 102

$189.00

Please click the icon above to view our Booking Policy before proceeding.

Notice: Before booking a paid session, please book a free, 10-minute discovery call to determine which session time or package will be the best fit for you. This will allow both you and Michaela to maximize your session time together!

The Budget Finance 102 package is designed for the budget-aware, forward-thinking, and progressive individual, who is actively looking to save money and generate a sustainable income and wealth! This package is comprised of two 30-minute sessions, which will be facilitated by our Wealth Finance Advisor, Nadirah Nesfield, who has an extensive and successful background in large portfolio management for clients with 7-figure incomes and higher! 

Package Overview:

  • Two (2) one-on-one 30-minute sessions (Zoom link included in confirmation email)
  • Budget Finance 102 Kit (complete with the resources and tools needed to get you on the right path to managing and maintaining your finances and setting realistic and effective budgets)

 

Our Wealth Finance Advisor will conduct a thorough assessment of your finances before creating and delivering your personalized financial plan to help guide you on your path to financial freedom! Working together, you will meticulously cover and explore three core topics: budgeting, saving, and investing.

USE THE BOOKING CALENDAR BELOW TO CONFIRM & BOOK YOUR FIRST SESSION

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Description

Maximum Duration: 60 minutes (split into two 30-minute sessions)

Facilitators: Michaela Bean + Nadirah Nesfield (Wealth Finance Advisor)

Disclaimer: Payments made to Building With Bean are non-refundable, but sessions can be rescheduled without penalty within 24 hours of the start date and time. If you would like to reschedule your session after the rescheduling window has closed (i.e. less than 24 hours before appointment time), note that a rescheduling fee of $10 may apply, and it is your responsibility to contact Michaela directly, by sending an email to michaela@buildingwithbean.com or to info@buildingwithbean.com.

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What We Believe And Who We Help

Having a secure, rewarding, and beautiful future should be more than our hope, because it's our right! It is up to us to exercise that right by taking proactive measures to create a better tomorrow! Tap or click the image below to expand it and learn more about our beliefs and our community of Future Builders.

Booking Policy

Rescheduling

I understand that I may reschedule a confirmed appointment at any time from the My Appointments page of this website, as long as it is at least 24 hours in advance of my scheduled appointment, to avoid cancellation or a rescheduling fee of $10.00.

Refunds & Cancellations

I understand that all payments made to Building With Bean are non-refundable and that cancelled appointments do not warrant a reimbursement of funds paid.