Clients can book private sessions with me where we will cover topics that are relevant to them, such as creating/ maintaining a budget, paying off debt, and saving money. I’m known to give non-judgmental advice that motivates people to make healthy changes in their financial situation.
I can meet in person or virtually with clients who live in Boise, Idaho, or via Google Meet with out-of-state clients. You do not need to have a Google account to join a meeting.
WHAT DO YOU CHARGE FOR YOUR SERVICES?
I offer a free 30-minute discovery call to see if we are a good fit for each other. I charge $150/hour for one-hour coaching sessions. I charge $150/hour separately to conduct research, write recommendations, or create reports. I do offer a referral program; see below.
REFERRAL PROGRAM
For existing clients who refer Budget with Jen to someone they know, they’ll get $20 off their next session. The new client will get $20 off their first coaching session following their free discovery call.
HOW MANY SESSIONS WILL I NEED?
It depends. I recommend committing to a minimum of three sessions. Why three? Because behavior change takes time and requires consistency. My goal is for you to manage your finances confidently and to no longer need me! Some clients may want to meet with me once a month or more frequently. I can also split sessions into 30-minute sessions when and if one-hour sessions no longer are necessary.
CANCELLATION POLICY
I accept cancellations made up to 48 hours before a scheduled appointment. Clients may cancel via email, text, or phone call without penalty.
Cancellations made 48 hours or less before an appointment will be charged a fee of half the service rate. This includes no-show appointments.
If I need to cancel an appointment with less than 48 hours notice, I will help reschedule the appointment.
WHO IS A GOOD FIT FOR MY COACHING?
I coach Gen X, Y, and Z couples who are committed partners, engaged, or married. Do any of these descriptions sound like you?
Willing to cut down on my wants
Willing to communicate with my partner or spouse on our biggest money challenges
Wanting to optimize my finances
Wanting to save or are currently saving for retirement
Wanting to save for a big purchase (e.g. family vacation, home)
Willing to combine finances or consider doing so