No sensitive information is required, such as social security numbers, bank account numbers, or other personal account details. You provide your income and expenses, and the instructor drafts your budget for you. This includes a one-on-one meeting to review your budgeting and savings plan and a Summary Report on how to proceed with the plan.

Set up your 1 on 1 in three simple steps:

1. Complete the Intake form by identifying your expenses and income
2. Schedule your one-on-one meeting
3. Pay to complete your order