Yogival Budgeting Guru Family Programs
So many families feel frustrated, especially after the last year.
Let’s get your family on the path to Financial BLI$$!
- Get out of debt
- Save even when you think you don’t make a lot of money
- Buy Your Dream Home
- Start that college fund
- Avoid surprise expenses by having a budget and plan!
YOGIVAL, BUDGETING GURU, IS HERE TO HELP YOU GET YOUR FINANCIAL $TUFF TOGETHER!
Let’s Get Started:
The Individual/Family Starter Program
Investment • $295
- Your own Customized Epic Budgeting Spreadsheet
- You give me the income and expense categories for your needs, and I create your Customized Epic Budgeting Spreadsheet with prefilled in total columns for easy updates and goal setting
Tell me more about the Epic Budgeting Spreadsheet
5 pages of Budgeting and projections to reach your goals
- Recap sheet
- Expense details
- Income details
- Yearly Savings Tracker
- Debt tracker-(Create an action plan to pay off any form of debt)
You fill out the income and expense form so I can Create your customized Epic Budgeting Spreadsheet for you and your family.
Family CFO Program
Investment • $695
Want a higher level of help & support?
Budgeting Guru: the Family CFO Program
- Setting up your customized Epic Budgeting Spreadsheet based on your customized income and expenses.
- YogiVal will fill in your most recent month when you provide your checking statement
- A 1 hour phone call to review your budget (based on current real numbers)so we can discuss your goals and create a budget AND projection for the next 12-18 months to get you on the right track for Financial BLI$$
Get Budgeting with your Custom Epic Budgeting Spreadsheet and Reclaim your Financial Power!
6 Months of Updates • $299/month
Or $1499 paid up front
You provide your monthly checking/credit card statements and I input them in your budget and send you a monthly recap of the previous month AND update your budget for the year.
*Includes up to 2 hours/month to input your statements, additional time billed at $150/hour
Quartely Budget Review and Updates • $299/quarter
3, 6,9 12 months or
$999 paid in advance
Let’s hop on a quarterly 90 minute call and dig into how your income and expenses have changed since you started so we can update your budget and projetions for the near and long term.
One Time Touch Base • $350
You’ve done all the work, entering your monthly statements and now with all your success and new found wealth, you want to discuss new goals and a new projection and savings plan.
Let s talk so you can walk away with a whole new budet to take you to the next level!
The Golden Plan
Sold Out in 2021, email YogiVal for 2022 wait list
All In-Budget and Projecting Done For you for 1 year
Investment: $2500 up front and $199/month (or $5,000-$4,500 if paid in advance)
12 months of everything done for you. After providing your income and expense categories in our initial set up, you simply provide your monthly checking/credit card statements and I will input all the numbers into your budget and send you a monthly and year end statement for your CPA.
Also includes a quarterly touch base 1 hour call so we can review yoru year and see if you want to make any projecting adjustments based on how the year is going.
We will make sure the categories we are using are the ones your CPA tells us they need to complete your tax return.
It’s easy to Get Started
Fill out the YogiVAl Budgeting Guru Info Form and select the Family CFO programs
I will get back to you within 2 business days so we can get your Custom Budget started to help you and your family find Financial BLI$$!