Services
How do I get started?
Once your budget window is open, you will work with an analyst:
Once your budget window is open, you will work with an analyst:
We are a boutique company and because we walk through the budgeting process for a 12-month cycle with our clients, BeSpoke takes 10 clients per quarter. Complete the questionnaire and a specialist will get back to you with a schedule.
Once your budget window is open, you will work with an analyst:
Once your budget window is open, you will work with an analyst:
Once your budget window is open, you will work with an analyst:
- 1. Discussing and preparing a Financial Vision Statement.
- 2. Analyzing current spending habits and patterns.
- 3. Create a spending (which includes savings and debt pay-down) strategy that aligns with your Financial Vision Statement.
- 4. Monthly accountability review and assessment.
What is my commitment?
Once your budget window is open, you will work with an analyst:
What is my commitment?
Commitment to financial freedom through a spending plan requires openness and transparency is one’s emotional attachment to spending. You must be ready to discuss and even explain WHY you spend or spent what was spent. There is no quick fix to shifting your mindset to sound financial strategies. This will take time and patience with yours
Commitment to financial freedom through a spending plan requires openness and transparency is one’s emotional attachment to spending. You must be ready to discuss and even explain WHY you spend or spent what was spent. There is no quick fix to shifting your mindset to sound financial strategies. This will take time and patience with yourself. BeSpoke analyst are here to walk with you towards your being comfortable and confident in sticking with and modifying your spending plan as life changes.
