helping folks figure out their finances
Personal Finance & Budget Coaching
Ready to gain control of YOUR finances?
What to Expect
DISCOVER
Finances are inherently personal and not all personalities mesh well.
That's ok!
But I want to make sure you will feel comfortable with me.
So, during our initial FREE Discovery Call, we'll get to know each other a little bit, identify your paint points and goals, and make sure we'll be a good fit to work together.
DREAM
If all goes well in the Discovery Call, we'll schedule our first paid session together.
If you're not yet set up with YNAB (pronounced "y-nab"), that will be the first priority. YNAB* is the budgeting tool we will use together.
After you are up and running with YNAB, though, any other sessions will be tailored to identifying your goals, putting together a plan and then executing that plan.
We'll work through specific questions, concerns, needs, struggles and wins to ensure we're getting your finances aligned with your life.
PLEASE WAIT to sign up for YNAB until after your Discovery Call!
DO
Financial freedom takes effort, intentionality and work. It is not a quick-and-easy, one time decision, that works itself out.
Your budget will not magically create itself.
Your spending habits will not suddenly fix themselves.
Your overwhelming debt will not miraculously pay itself off.
Financial freedom does not happen by accident.
But, it can happen.
Are you ready to do the work?
TESTIMONIALS
We approached Brandi Jo looking to get advice on our personal finances.. we felt totally in over our heads and didn’t know where to begin. Brandi Jo’s advice helped give us a place to start and we have experienced a tremendous turnaround. Per her suggestion, we began using YNAB (You Need A Budget), and can’t express how helpful that has been. We are no longer stressed and living paycheck to paycheck. We are budgeting a month ahead and will soon be debt free! We are grateful for Brandi Jo’s care and passion for finances as we knew we could trust her recommendations and will forever be grateful for her! -T. P.
Meet THE Expert
Brandi Jo Delony
As a creative entrepreneur that is also passionate about personal finance, I understand the rollercoaster of managing one's money. There's a real joy in aligning your finances with your personal ambitions and dreams. But then, there's the pesky practical side: budgeting, controlling expenses, and planning for the future.
It can seem daunting, right?
Right.
But, it doesn't have to be. Whether it's creating a budget that really works for you, cutting unnecessary expenses, or planning for a big life event, I find helping folks figure out their finances as thrilling as any creative or entrepreneurial endeavor.
I can get behind a "one size fits all" approach to financial freedom. There is something to be said about following a proven plan! However, I'm a little more inclined to discover the "your size fits you" path to financial freedom. One that is built on the proven plan but not berated by it.
After all, personal finance is personal.
My goal is to empower you to make financial decisions with confidence. It's not just about tracking every penny; it's about crafting a personal finance strategy that fits your lifestyle and sets you free.
Next Steps
ONE
Schedule Your 1:1 Meeting
The first step is to schedule your Discovery Call. We'll talk through your goals, the overall process and all other details for working together on that call.
TWO
Gather Financial Information
Start gathering your financial information together: bank accounts, credit cards, bills, expenses, debts, assets, etc....
THREE
Get to Work
If we decide to work together, the following sessions will be where we start doing the work to get you feeling more confident, competent and in control of your finances.
It will definitely take more than one session and likely more than three so ... are you in?!
*PLEASE WAIT to sign up for YNAB until after your Discovery Call!*
Stop the insanity. Get control of your finances and create financial peace today.
Disclaimer: I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or its affiliates.
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