FOR BUDGET COACHING 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 Budget Coaching session. Once you’ve completed your budget for that month, we’ll meet for a 30-minute session to go over your numbers together. I’ll help you fill in any blanks, review your progress, and analyze how you did for that particular month. This session provides personalized feedback, support, and guidance to help you stay confident and consistent with your budget.
IMPORTANT: This service is available exclusively to clients who have completed the “Budget Coaching: Create Your Budget With Me” session. This session is offered by TrulyEvolved and can be booked at trulyevolvedofficial.com.
What’s Included?
- Review and update monthly income and expenses to ensure your budget for the month is accurate and complete
- Monthly income and expense analysis
- Personalized advice and recommendations
- 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:
- “Monthly Budget Tracker” tab
- “Spending Tracker” tab
- “Future Expenses” 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 budget coaching session.
- You’ll also receive a second email including the required intake form. This form must be completed within 2 days of receiving it to secure your appointment. If it’s not submitted on time, your session may be declined. You can expect this email within 24 hours of booking your service.
- 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 “Monthly Budget 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.
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