The Scaled Back Package is perfect for those who are just starting out or want to simplify their finances without stress.
You’ll receive:
a personalized budget template based on your bank statement* of at least 1 month.
a custom spreadsheet (Excel or Google Sheets),
optional 30-minute session to walk you through it all.
This is your space to get grounded, get organized, and start making confident money moves — at your own pace.
✅ $10 add-on for Scaled Back and Here Comes the Sun Packages
*Starting rate is $25 + $.50/transaction (will be billed separately)