Starting Our Beautiful Budget Adventure 

Thanks for considering me for Budget & Tech Coaching. Making an initial appointment is a major step towards achieving your financial growth goals.
My goal is to consult, coach and be your guide as you explore YNAB and utilize it’s unique ability to give you the information you need make successful decisions around your finances in your home, personal and or business life.

This coaching relationship is a partnership – an equal relationship -- allowing you room to move yet being accountable. This Coaching is a supportive, practical, action-oriented process. Develop skills & systems; to achieve the kind of life and work that you would like to have. To utilize YNAB tools to manage money, accounts, budgets, visions, goals, targets and priorities, and tasks. You will be able to utilize your devices, whether it's the internet, computer, Mac or PC, the web, iphone, android or ipad.

These goals can include:

• Relief from overwhelm --sense of peace in the clarity of knowing the finances

• Learning the YNAB software - create a consistent system

• Plan spending better

• Reduce stress about money

• Be more in control

• Preparing a Budget that you can manage during your Retirement
  
  In Addition you will be able to:

• Utilize the information and Reports for clarifying and planning purposes

• Utilize the information for tax purposes

• Gather all that information this year so that it is easy to access in years going forward

• Getting in the habit of Tracking and Budgeting for Personal, Business and Tax purposes

• Work together in this educational process in a Consulting and Collaborative manner

I love finding ways to make the financial organization and information easier and fun for people to use and feel honored you have chosen and entrusted me on your successful budgeting and financial organization journey.

I realize that you are pursuing your life goals, personal or business. Knowing that fully utilizing the computer as a tool, in today's fast changing technological world is a challenge.

I applaud you for having the courage, tenacity, intelligence and will to embark on a new adventure in using this tool for your finances. I know you can do it!

Money management, tracking expenses, clients, organizing work files are essential tasks done via computer. Banking, managing your investments are done via computer, and despite claims to the contrary, it can be a complex maze.

Sometimes we can "do it yourself". But we all need some help to accomplish our goals and getting a guide to get through the maze is a smart thing to do.
 

It can save time and money and allow you to use the computer in a more care-free fashion. The software becomes your tool to help you succeed.

As a Computer Budget & Tech Success Coach I can help you with those everyday software & budgeting questions. I don't physically fix your budget and straighten up your financial papers and digital financial documents nor do I give financial advice. But I do make it so you can, each day, use the software and tools to make that process easier.

I've been working in the Computer and Technology field for the last 25+ years.

Actually designing the interfaces that you look at, type on and navigate with your mouse, pen or finger. I worked as the designer and advocate from the Users point of view for Microsoft. I Conducted Usability tests, observed how real people use computers and designed them from their perspective . I worked on several products there such as the financial program Microsoft Money. Also as a Product Designer/Architect on the launch team of MSNBC.

I've worked at ATT on the launch of the iPhone Marketing. So I understand how the software works. I’ve been using the Budgeting program YNAB (since its inception) for the last 12 years after being a Quicken user. It helped me stay on track of my vision to buy a house for cash and get out of debt.

What is My Responsibility?

My focus will be on what you want and how you can best get it.

• To clarify and encourage you to set the goals that you really want and create a plan of action for the coming weeks that will get you where you want to go.

• To ask you to do more than you have probably done on your own

• To help you to focus better in order to produce results more quickly

• To provide you with the tools, support and structure to accomplish more.

• This is not counseling. This budgeting coaching is more action-oriented and solution-oriented. Focusing on your present needs and planning for the future.

The answers will have tangible results and come about through our joint coaching partnership. Results which you will be utilizing for the rest of your financial and technological life.

However, the coaching relationship is designed by both of us and may be refined by each of us in the giving and receiving of feedback.

Although I am committed to the process, it still remains your personal responsibility to take action (or not take action) as you desire.

Value Added Service

If between sessions, you cannot wait to share something or you need advice or have a challenge or just want to check something, please feel free to call or e- mail (anita@2inspiru.com).
Although my day is generally caught up with my regular sessions, I would like to provide this extra level of service as time permits.

Of course, there is no charge for this additional time, but I simply request that you might keep those extra calls to a maximum of around 5 to 10 minutes.

What is Your Responsibility?

Homework Assignments

Typically, I ask you to work out perhaps two or three goals or actions to focus upon between our sessions together. If I am pushing you too hard, then it is important for you to say so. If you want to be pushed harder, it is also important for you to say so.

Weekly Meeting

We will meet either by Zoom for 50 minutes and you choose the time from availability on my calendar schedule. It’s preferable to meet at the same time and day each week for the first month at least to build the budgeting consistency habit and to ensure your spot.

After we set the day and time I will set a series of meetings the number of which depending on the Package you choose. After the first month we can meet bi-weekly or monthly depending on you package duration and number of meetings.
However, if you need to adjust according to schedule changes we can do that as well based on availability.

By meeting 1 on 1 on Zoom I can privately see your screen and you can see mine as needed.

If in a Group Classroom, or Lab setting you can show your face but your screen and financial information remain private.

We meet remotely using Zoom computer technology that can help us see one another’s screen.
This makes it much faster to see and understand what each of us is talking about.
 

The first pre- session or strategy session however, is generally 25 minutes as we get to know each other, set up the technical connections and begin to focus on your goals and direction.

Cancellations & Appointment Changes

Scheduled coaching sessions ought to be a priority. On the rare occasion when you need to reschedule, please let me know at least 48 hours in advance. Except in the case of an emergency, last- minute cancellations will be considered a completed session and are not refunded or rescheduled.

Costs/Fee Packages:

Costs: $150/hr. You can choose to pay as you go by the hour or choose a package below.

The Packages below are designed to create success in mastering budgeting and financial technology habits which will contribute to your success. You will be encouraged and rewarded during the process.

Our coaching sessions take place on a weekly basis; each week, we offer Zoom-sessions, 1 hour Group Synergy Coworking Labs, 10 min Tip sessions morning and evening, Mini Courses, Facebook Community for Inspiration and Q & A.
 

As a Vip Client During business hours you also have private email support from Anita outside of her coaching sessions. You get homework assignments, action steps, and accountability from me all throughout your coaching term to keep you motivated and on track with reaching your big goals that we create for you when we start.

Fees are due prior to the first meeting. 24 hours required notice for appointment cancellation.

Choose Your Package

1. To get started, set a call to discuss a package/pay plan that is right for you.

2. Or choose the package payment structure below that is right for you.

3. Read, Fill out the Agreement and sign the agreement form below.

Prices are subject to change.

This offer is for a specific time frame see above.
Payment plans can be set up. Please call (616-818-6703) or email about alternate payment arrangements. Thank you for choosing me.

If you have any questions let me know.

If you purchase the Queen Bee VIP Gold and request reimbursement it will be at the rate of Regular price. So if after 1 month the charge would still be at the Royal Bronze Breakthrough rate of $600 if at 3 months then at that package rate.

By accepting this agreement, you acknowledge the following:

I understand that if I miss one of my one-on-one sessions, it is my responsibility to reschedule and make up that appointment within one week from the original appointment date.

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I understand that in the event I do not reschedule, I am not entitled to any refund.

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I understand if I will be gone for a portion of the month (example – vacation) it is my responsibility to let my coach know by the 25th of the prior month so my fees may be prorated for the following month.

[businessName] is very firm on the above policies. Fees will only be waived for true emergencies.

I, [clientFirstName] [clientLastName], have read and agree to this Coaching Service Agreement, including the sections on Confidentiality and “No Show” & Late Cancellation. I have asked necessary questions and I understand the information provided.

PRIVATE CLIENT ACCESS

Everything used in this coaching experience (tools, forms, schedules, documents, resources, etc.) will all be housed conveniently on a secured and confidential [businessName] Private Client Platform. Upon enrolling for the coaching experience, you will choose a unique username and password. At your convenience you may access the [businessName] platform to view, review and/or update the records, documents, resources, etc. that we use throughout our coaching.

You have access to the online coaching portal at no additional fee.

CONFIDENTIALITY

I, as Coach, represent, warrant and agree as follows:

All information provided by you to me during the course of the coaching relationship will be deemed "Confidential Information" and kept strictly confidential unless otherwise agreed in writing. I will not disclose any communications, either verbal or written, that have taken place either between you and I or with regard to this Agreement without your prior written consent.

This confidentiality restriction also applies to testimonials, which I may use for promotional reasons only with your consent. You may request anonymity in connection with any testimonials to be used.

Notwithstanding the foregoing, "Confidential Information" does not include information that is:

1. Previously known to the Coach prior to discussions regarding this Agreement, free from any obligation to keep it confidential, OR

2. Publicly disclosed by the Client either prior to or subsequent to the receipt by the Coach of such information, OR

3. Independently developed by the Coach without any access to Confidential Information, OR

4. Rightfully obtained by the Coach from a third party lawfully in possession of Confidential Information who is not bound by confidentiality obligations to the Client.

The Coach may disclose Confidential Information if required to do so under applicable law, rule or order; provided that the Coach, where reasonably practicable and to the extent legally permissible, provides the Client with prior written notice of the required disclosure. The Coach will return, or at the Client's request, destroy, all copies of the Confidential Information in the Coach's possession or control upon termination of this Agreement.

This program is about you taking positive action to learn the software to create a powerful foundation on which you manage your financial lifestyle. If you participate fully,

1. Showing up on time and prepared for calls, and

2. Following through on the commitments we have made together.

you'll get the kind of results outlined.

If you are ready to experience the results having a financial tool to support you and give you insight to decisions., check "I Accept" below and you'll be prompted on how to get started.
 

Thank you! Really look forward to working with you!