No matter where you are in your personal finance journey, there is always a way forward.

Personal Finance Services

Daily budgeting done for you. Real-time support. Zero judgment.

All while you stay in the driver’s seat.

This isn’t some dusty spreadsheet or a once-a-month check-in. It’s daily, hands-on help with your money—so you’re not left second-guessing or trying to figure it all out on your own.

We’re your personal accountant.

We’ll build a budget that actually works for your life (not some perfect-on-paper fantasy), and we’ll be in your corner every day—tracking, reviewing, and helping you make confident decisions in real time.

Whether you're tackling debt, dealing with unpredictable income, or just wondering where your money keeps disappearing to, this service gives you calm, clear, judgment-free support.

If budgeting has ever felt overwhelming, restrictive, or like “one more thing” to manage—this might be the first time it actually clicks. Wouldn’t it feel nice to say, “let me check with my accountant” when you’re feeling uncertain?

We’re the kind of people who budget for fun. 🤓 And now, we do it for you.

What's Included:

  • 1:1 onboarding session (up to 4 hours)

  • Full setup of YNAB (cost included in pricing)

  • Categorization and review of transactions each business day*

  • Ongoing financial coaching and check-ins

  • Real-time accountability and money management

Pricing:

  • 💵 One-time setup fee: $349

  • 💳 Monthly support: 3% of deposited funds (billed monthly)

*Requires linking accounts

  • “I highly recommend Amanda, she is AWESOME! She has a passion and a heart for teaching and helping people that is amazing! She helped me save $250/month on my car/renters insurance which immediately helped my monthly cash flow! She provides you with the tools you need to be able to be successful financially. She’s the best!”

    Natalie M., business and personal finance client

  • "Working with Amanda over a year and well into year two, has been a pleasure. All of her work is done with a logical and meticulous approach. While she is great with numbers she treats everyone with a whole person approach and empathy. 10/10 recommend!"

    — Rebecca S., business and personal finance client

  • "Working with Amanda gave us the motivation we needed to get back on track to be able to meet our long-term financial goals! She is not only extremely knowledgeable, but she is personable and easy to work with. Her heart for helping others is evident and sets her apart from other companies."

    Erica L., personal finance client

  • "This program has helped me a lot! Amanda was very patient and thoroughly explained how it worked and answered my questions. I was concerned about losing control and that is not the case at all. I highly recommend this service!"

    — Donna R., personal finance client