Scaled Back Package
A gentle starting point for anyone ready to organize their money with clarity. Includes a custom budget, spreadsheet, and optional support call — designed to help you scale back and breathe easier.
A gentle starting point for anyone ready to organize their money with clarity. Includes a custom budget, spreadsheet, and optional support call — designed to help you scale back and breathe easier.
A gentle starting point for anyone ready to organize their money with clarity. Includes a custom budget, spreadsheet, and optional support call — designed to help you scale back and breathe easier.
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)