I will help you create a personal financial budget using monarch

Struggling to get a clear picture of your money? Monarch Money is one of the best budgeting and net-worth tracking tools out there but getting it set up right (and actually using it well) can be overwhelming on your own. That's where I come in.

I help clients get the most out of Monarch Money, whether you're starting from scratch or already have an account but feel lost in it.

What I offer:

• Full account setup linking your bank, credit card, investment, and loan accounts correctly so your numbers are accurate from day one
• Budget creation building a budget structure that actually fits your spending habits and goals, not a generic template
• Categorization & rules setting up smart transaction rules so you're not manually re-categorizing every purchase
• Goal tracking setting up savings goals, debt payoff plans, or net worth tracking
• 1-on-1 walkthroughs teaching you how to use the app day-to-day so you're confident managing it yourself going forward

Whether you want me to do the heavy lifting of setup, or you just want a coach to sit down (virtually) and show you how to use the tool you already have, I'll tailor the session to what you need.

Why work with me:

• Clear, judgment-free guidance