PERSONAL FINANCE SUPPORT

Sometimes a tool helps. Sometimes you want someone to help you set the plan up.

Practical one-on-one support for understanding your money, organizing your next steps, or getting Payday Planner Pro ready to use.

SERVICES

Choose the kind of help you need.

BUDGET CLARITY SESSION

$99

For people who need help understanding their money and creating a realistic starting plan.

Personal budget review

Review income, bills, spending patterns, and priorities so you can see where your money is going.

Paycheck-based planning

Organize expenses around your pay schedule so each paycheck has a clearer purpose.

Bill and spending breakdown

Look at recurring bills, subscriptions, upcoming expenses, and areas that may be throwing the plan off.

Future expense planning

Build non-monthly costs into the plan before they become surprises.

Clear action plan

Leave with practical next steps instead of a list of vague recommendations.

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PAYDAY PLANNER SETUP

$49

For Payday Planner Pro customers who want help getting the planner built out correctly from the start.

Planner file setup

Get Payday Planner Pro copied, opened, and ready to use in Google Sheets.

Payday and income setup

Add your pay schedule and income details so the planner reflects how you get paid.

Bills, future expenses, and savings

Set up recurring bills, non-monthly costs, and savings goals in the right places.

Planner walkthrough

Learn what to update, where to make changes, and how to keep the planner useful after setup.

Final review

Review the completed setup and the next steps for keeping it current.

Get Started Payday Planner Pro is required for this service.

WHICH ONE?

The difference is what you need help with.

BUDGET CLARITY

Choose this if the main question is: “What should my money plan look like?”

PLANNER SETUP

Choose this if you already have Payday Planner Pro and the main question is: “Can you help me get this set up correctly?”

FAQ

Before you book.

Is Budget Clarity ongoing financial planning?

No. Budget Clarity is a practical session focused on reviewing your current money picture and creating a starting plan. It is not investment advice, tax advice, or ongoing financial planning.

Do I need Payday Planner Pro for Budget Clarity?

No. The Budget Clarity Session can stand on its own.

Do I need Payday Planner Pro for the setup service?

Yes. Payday Planner Setup is specifically for customers who already have Payday Planner Pro.

Do I need to be good with spreadsheets?

No. The setup service is designed for people who want help getting started and understanding what to update going forward.

Will you manage my planner after setup?

No. Payday Planner Setup is a one-time setup and walkthrough. You will maintain the planner after the session.

PERSONAL FINANCE

Prefer to start with a tool on your own?

Explore the Planners