I knew I needed a different way to manage my day-to-day spending, but I was nervous to make a change. Kate listened to my needs and showed me a better way to manage my budget. It took me a couple of weeks to get used to the change, but now I love it. I know where my money is and how much I have for the things I need.
N. Martyn, retiree
I asked Kate to help me with a cash flow plan because I wanted to feel in control of my money. Our family already had a budget, but it wasn’t working. We wanted to save for a few things and not worry about the day-to-day spending. My spouse wanted to plan for his retirement in the next few years. Kate identified gaps in our budget and set up a new plan that included all of our goals and showed me how to use the plan. She even helped me talk to my bank to be sure I had everything organized so that we could stay on track. Within the first two weeks my spouse and I felt less stress in our day-to-day spending and more in control of our money. It’s been few months now and I love to do my banking! It’s exciting to watch our savings grow. If you want to take back control of your money, I would recommend a call to Kate.