Create a Spending Plan

Balance Saving For The Future and Enjoying The Present

The Savvy Life helps clients organize and streamline their day-to-day finances.

We help clients mine more money for their long term goals while balancing the life they want to live today.

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.

 

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

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.

 

Spending Plan Services

Retirement Prep

$1,000

  • Ideal for those looking for clarity

  • Especially beneficial to those going into retirement or other life events

  • Outline goals & desired lifestyle

  • Typically two meetings

  • Receive 12 month Spending Plan

Money Makeover

$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

  • We help problem solve the challenges that come up in your day-to-day lives around your personal finances.

  • Receive Implementation Plan with clear steps on how to make your desired changes

Ongoing Support

$1,750

  • Ideal for those who need additional guidance throughout the process

  • Includes everything in the Money Makeover plus:

  • 4 quarterly touch base meetings

Client Quotes

“The Savvy Life’s motto is Spend Smart. That says it all. They helped us create a Spending Plan, not a budget, that supports our lifestyle while having better control of our financial future. They made a process, that if done on our own, can be somewhat tiring and painful, an enjoyable experience.”

- Michelle E.

“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 idd 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.

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