Savings Accountability & Analysis

FOR SAVINGS STRATEGY CLIENTS ONLY

You’re already doing something amazing just by being here. Even considering this step shows your commitment to growth, discipline, and a better financial future. I’m proud of you for exploring accountability and taking steps toward investing in yourself!

Service Description
This service is designed to give you extra accountability for any month following your initial Savings & Emergency Fund Strategy session. Once you’ve made your savings contributions for that month, we’ll meet for a 30 minute session to review your progress together. We’ll evaluate the contributions you made, discuss any challenges or wins you experienced, analyze your progress toward your savings goals, and determine whether any adjustments should be made moving forward. This session provides personalized feedback, encouragement, and strategic guidance to help you stay motivated, consistent, and on track toward reaching your savings goals.

IMPORTANT: This service is available exclusively to clients who have completed the “Savings & Emergency Fund Strategy” session. This session is offered by TrulyEvolved and can be booked at trulyevolvedofficial.com.

What’s Included?

1. Review your monthly savings contributions and update your savings progress
2. Analysis of your savings strategy and progress toward your savings goals
3. Personalized feedback, recommendations, and accountability to help you stay on track
4. 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 meeting. Above all, my desire is to help everyone, regardless of their religious beliefs, move toward financial freedom with encouragement, compassion, and genuine support.

After Booking

• You’ll receive an email and text confirming that your appointment is being reviewed. I’ll then verify that you’ve completed my savings coaching session.
• A second email will include the required intake form. This must be submitted at least 3 business days before your scheduled appointment. You can expect this email within 24 hours of booking your appointment. If it’s not submitted on time, your session may be declined.
• Once I confirm your budget coaching completion and review your form, your accountability session will be officially accepted.
• You will not be charged until your appointment is accepted.

Note: You must have a Google account to complete the intake form.

How to Prepare
The intake form will ask for the following information:

• A few details about your personal life and financial situation to help me better understand your needs
• Your updated TrulyEvolved budget template with the month you want me to review filled in under the “Savings Tracker” tab

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

• A recap of key takeaways and suggested next steps
• Additional links and tools for your convenience

MUST READ BEFORE BOOKING
Please Note:

• 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 5–10 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.