Build Real Wealth
Without Sacrificing Your Lifestyle

You shouldn’t have to choose between enjoying success now and building wealth for the future.

Many successful people are making good money and still feel anxious because they don’t know where it’s going.

The Savvy Life is a team of experts who help you create a monthly spending plan,
so you can live your life now and plan for your future goals, without the guilt.

Not having a plan for your money can leave you feeling guilty, uncertain and overwhelmed with your monthly finances.

Often even those earning good incomes don’t know where their money goes, feeling as if they live paycheck to paycheck, instead of spending it on what they truly want.

At The Savvy Life, we guide you in organizing and re-prioritizing your spending in order to achieve both immediate and future goals. Our success is bringing you clarity through a structured plan and creating habits to help you achieve your spending goals.

“This is not about frugality.
It’s about purposeful spending.”
- The Savvy Life

On average we are able to repurpose 13% of our client’s income annually. With an income of $100,000 a year, you could be missing $13,000 or more annually.

What would you do with an extra $13,000 every year?

Schedule A Meeting

Is not having a Spending Plan hurting you?

Delayed Retirement: Not saving enough now = Working longer later.
Less Money for the Fun Stuff: Or guilt when spending on that fun stuff.
Excess Debt: Even with a strong income, without a plan, you may be wasting thousands of dollars.

We help clients define the life they want to live then help them create a plan to fund it.

We understand your financial life can feel overwhelming because like it or not, money affects everything.

It can be daunting to even know where to begin. No one should have to live with that uncertainty, unease and frustration.

Using our system, over 650 families and individuals have transformed their lives by looking at their finances from a lifestyle perspective, planning where they want their money to go, and implementing the habits to make that plan a reality.

Schedule a Meeting

Ready to live the life you want?

We can help.

Step 2

Create your Spending Plan

We can help you define the life you want to live and create a plan to fund it.

Step 1

Schedule your Call

We’ll meet to talk about how we can help you end the guilt and start reaching your goals.

Step 3

Implement your Plan

Get the tools you need to enjoy success now and in the future.

budget savvy — **Not the Money Police**

Melissa and Kevin were fantastic. We were hesitant to work with them as we thought they would tell us how we should and shouldn’t spend our money. They never did that. They helped us to get organized and therefore find more money in our budget to do the things we want to do. We highly recommend using them.
– Amy & Michael L., Birmingham, AL

Spending Plan Services

Standard Plan

$1,000

Ideal for those looking for clarity
Especially beneficial to those going into retirement
Outline goals & desired lifestyle
Typically two meetings
Receive 12 month Spending Plan

Strategic Plan

$1,250 - most popular

Ideal for those looking to make changes in spending

Also Ideal for those working toward a specific goal
Outline goals & desired lifestyle
Typically four meetings
Receive 12 month Spending Plan
Receive Implementation Plan with clear steps on how to make your desired changes

Support Plan

$1,750

Ideal for those seeking ongoing support as they make changes in their habits around spending

Also Ideal for those working toward a specific goal
Outline goals & desired lifestyle
Typically four initial meetings
Also includes 4 quarterly touch base meetings
Receive 12 month Spending Plan
Receive Implementation Plan with clear steps on how to make your desired changes