Your Personal Accountant for Stress-Free Finances

This ongoing monthly service gives you the structure, clarity, and support you need to take control of your money without having to track every detail yourself.

✨ Monthly Personal Accounting
I handle the heavy lifting — tracking your income, expenses, and spending patterns — so you always know exactly where your money is going.

✨ Monthly Financial Statements
You’ll receive clear, easy-to-read reports showing where your money went, how to improve, and what to focus on next.

✨ 1:1 Coaching & Accountability
Each month, we’ll meet to review your progress, create actionable steps, and make sure you’re staying aligned with your financial goals. (Want extra support? Upgrade to bi-weekly meetings for just $50 more.)

✨ Budgeting Support
Together, we’ll build a personalized budget that feels empowering — not restrictive — so you can save money, pay off debt, invest, and still enjoy life.

✨ Ongoing Financial Strategy
I’ll help you optimize your spending, increase your savings, and keep your money working toward your goals — all while keeping it simple and stress-free.

 The Details

• Monthly Personal Accounting & Coaching: $150/month or Upgrade to Bi-Weekly Coaching Calls: +$50/month - can cancel anytime.

•  Private Messaging With Bre - Using a private messaging app, connect 7 Days a week for support, accountability, & to stay focused on your fincial goals. 

• Private Finanical Check-In's - You're a Busy Professional & Your Time Is Valuable - Meet with Bre to discuss your finaical report in a live meeting or a recording. Whatever works best for you & your busy schedule! 

• The Structure:  Each month, you will email Bre your finaical statements where she will audit & categorize your spending and provide an easy to comprehend financial statement showing you projections toward your finaical goals. Financial Check In's incude Bre communicating your previous month's finacial report and simple strategies so you will reach your finacial goals 10 times faster than doing it alone. 

Each plan includes personalized support, ongoing communication, and full access to your financial reports each month.

💬 What It’s Like Working With Bre

Bre handles the heavy lifting — tracking, organizing, and simplifying your finances so you can stay focused on your zone of genius and start hitting your goals faster.

When we work together, there’s no judgment — just clarity, confidence, and action. I’ll show you exactly what’s happening with your finances, help you simplify your systems, and guide you toward your goals with structure and ease.

You’ll leave each session feeling more confident, more in control, and more at peace with your money.

🧾 This Is Perfect For You If...

✔️ You’re a busy professional who wants to take control of your personal finances — but doesn’t have time to manage it all.
✔️ You want clarity on where your money is going each month and a plan to improve.
✔️ You’re ready to stop guessing and start making smart, confident financial decisions.
✔️ You’d love a personal accountant who handles the details and helps you grow your money with strategy and care.