⭐ The full annual cost of a Budge program, which includes a complete financial plan and ongoing support to implement it, is broken up into monthly payments to make sure it fits into your budget.

⭐ The rates are sliding scale based on income. There are rates for individuals and rates for couples.

⭐ These rates come out to be about 2.5-3% of your total income for us to manage 100% of your finances.

⭐ If you are self-employed, use the total income you've made this year, not adjusted gross income (this monthly payment is tax deductible, woot!).

⭐⭐⭐ The Budge program requires a 12-month commitment. Either party may terminate the Budge service at any time on written notice to the non-terminating party. Upon notice of termination, a pro-rated fee will be calculated based upon the amount of work completed, time expended, and costs incurred by Advisor through the date of termination. Any pre-paid fee but unearned will be deducted from the pro-rated fee and refunded to the client by check or other agreed upon form of payment. Any earned but unpaid fees through the date of termination shall immediately become due and payable by Client to Advisor.

Based on your combined gross (pre-tax) annual income, choose the monthly amount you will be paying for Budge.

If you make more than $500k, please email letsbrunch@brunchandbudget.com to get your rate.

*If you do not live in the US, unfortunately, we are not able to service you at this time.*