Savings & Emergency Fund Strategy Session

✨ I’m so glad you’re here! This service is designed to help you create a clear, achievable plan to build your savings and emergency fund with confidence. My goal is to make saving simple, intentional, and encouraging so you can start feeling secure and prepared for whatever life brings. ✨

Service Description
This one-on-one session is designed to help you build confidence and clarity around your savings and emergency fund. In 60 minutes, we’ll assess your current finances, identify priorities, and create a practical plan to grow your savings. You’ll leave with a clear, actionable strategy and encouragement to stay on track toward financial peace and security.

What’s included?

1. FREE Consultation
2. FREE TrulyEvolved Budget (sent within 24 hours after our session)
3. Review of current savings and emergency fund status
4. Identify short-term and long-term savings goals
5. Create a personalized savings and emergency fund plan
6. Discuss tools, tips, and strategies to stay consistent
7. Real-time Q&A throughout the session

The TrulyEvolved Budget Focus Areas
As part of your session, we’ll complete/review the following tabs in the TrulyEvolved Budget together:

1. “Savings Tracker” tab
2. “Financial Fun” tab

✝️ As TrulyEvolved is a Christian-based business, prayer and biblical financial guidance are available upon request. This will be offered to you during our consultation meeting. Above all, my desire is to help everyone, regardless of their religious beliefs, move toward financial freedom with encouragement, compassion, and genuine support.

What Happens After You Book
Note: Items 1-4 below do not apply if I schedule the session for you during your consultation call.

1. You’ll receive an email and text confirming that your appointment is being reviewed. I will ensure your consultation session has been completed and that I have all the information needed to perform the service.
2. Once everything is confirmed, your session will be accepted.
3. If there is a reason your session cannot be accepted, it will be declined with a note explaining why.
4. You will not be charged until your appointment is accepted.

After-Service Care
Within 24 hours of completing your service, you’ll receive a follow-up email that includes:

• A copy of the TrulyEvolved budget template we worked on during your session
• A recap of key takeaways and suggested next steps
• Additional links and tools for your convenience

Note: While budget coaching is not required to book this session, it is highly recommended as a first step. Budget coaching allows us to get a clear and detailed picture of your income, expenses, and financial habits. This way we can more accurately determine what you are able to put toward savings.

If you choose not to complete “Budget Coaching: Create Your Budget With Me” (a service offered by TrulyEvolved) beforehand, you will be required to provide either:

• A detailed list of your income and monthly expenses
• Or at least 3 months of recent bank statements

This information ensures I can give you the best, personalized recommendations during your session. All required documents will be requested through your intake form, which will be sent with your confirmation email after booking.

MUST READ BEFORE BOOKING
Important: You must book a consultation prior to booking this service.

• Please schedule the free consultation titled “Consultation for Savings and Emergency Fund Strategy Session.”
• After completing your consultation, I’ll either book this service for you directly or you’ll receive a link to book it yourself.

Other Important Information:

• Must be 21 years or older to participate in this service.
• No refunds are issued once a session has begun. Refunds may be granted prior to the session in accordance with my Cancellation Policy.
• Session length may vary depending on your needs. While I aim to stay within the scheduled time, I’m happy to extend our meeting by 10–15 minutes if needed. Some sessions may also finish earlier if we’ve covered everything important.

Please review my Cancellation Policy before booking, as fees do apply.

Disclaimer: TrulyEvolved offers financial education and budget coaching. We are not financial advisors, tax professionals, or investment managers. All information shared is for educational purposes only and should not be considered financial advice. Please consult with a licensed professional before making major financial decisions.