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Savvy Money Starter Kit
$9.95 (download now)
Getting your money in order doesn’t have to be an overwhelming or traumatic process. The Savvy Money Starter Kit can get you on track in 7 days or less by giving you step-by-step directions for organizing and streamlining your finances in the simplest, least stressful way. In just 7 days you’ll have your foundation in place and then you can focus on the fun stuff!
Savvy Money Starter Kit
Day 1 – Leverage: Why You’re Doing The Program
Day 2 – Get Organized
Day 3 – Define Your Monthly Expenses
Day 4 - Plug Your Financial Leaks
Day 5 – Reduce Your Monthly Expenses
Day 6 – Debt Reduction Plan – Fix It and Forget It
Day 7 – Track Your Spending
Each day's task will take less than 30 minutes and you will receive emails reminding and encouraging you to get it done. You will also receive follow up emails over the course of the next few weeks to keep you on track and ensure your new Savvy Money routines become habits.
The Kit also includes a Bonus section on ways to Make More Money which is especially helpful any time of the year!
The Savvy Money Starter Kit is just $9.95 and ready to download right now. If you are not happy with the product, let us know within 30 days and you will receive a full refund.
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$10.93 + Shipping
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$300 in 30 Minutes
$97 (30 minute call)
In the last eight years, Melissa has become an expert at quickly identifying where people are leaking money and how they can, as painlessly as possible, streamline their spending. Because of that, she has been able to create a process that, during a 30 minute call, can uncover at least $300 dollars per month that can be freed up for you to spend on what is important to you. If she doesn't find $300, she will reimburse the $97 session fee and congratulate you on your savvy ways.
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Bridging The Gap Program
$497 (Program can be paid for in 2 installments)
Work one-one-one with Melissa Tosetti in the Bridging the Gap program as she takes two separate, complementary looks at your financial life. Together, you will evaluate your numbers - income, monthly expenses and debt. Next, you’ll review your lifestyle, including your goals and your dreams. She will then work with you to create a plan that will Bridge the Gap between the two.
The program includes the following five step process.
Step 1: Introductory Meeting
Meet with Melissa over the phone for an initial consultation.
Step 2: Fill out the two-part questionnaire:
* Part 1: Financial Worksheet including income, monthly expenses and debt.
* Part 2: Lifestyle Questionnaire where you will identify what is truly important to you.
Step 3: Turn in your questionnaire plus copies of:
* Credit Card Statements
* Car Loan Statements
* Mortgage Statements
Step 4: Creating the Plan
* Melissa will examine your Financial Worksheet to find out where your money is going.
* She will then review your Lifestyle Questionnaire and create a personalized plan to help you achieve your goals.
Step 5: Plan Presentation
* Melissa will present her findings and offer a plan to help you achieve your short, mid and long term goals.
* Together, you will hone the plan to ensure it will work for you.
Optional one month, three and six month follow-up meetings are highly recommended to keep you on track.
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The Savvy Life Makeover Program
$1,497 (Program can be paid for in 3 installments)
For those who are looking for a full Savvy Life Makeover, this three month program will help guide you through the six areas of your life that are most affected by money: Day-to-Day Financial Management, Home, Food, Wardrobe, Beauty and Travel/Entertainment.
After creating your personal profile, every two weeks you will have one 60 minute call with Melissa which will focus on one of these six areas. Each session will be followed by a 30 minute accountability call. At the end of three months, you will be living the savvy life.
Note: The Savvy Life Makeover can be modified to fit your needs by adding or eliminating topics.
For questions or to sign up for one of our programs,
contact Melissa at 650-299-1500 or by email at
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