MONEY MANAGEMENT SOLUTIONS

Did you know that the vast majority of Americans don’t have a dedicated financial coach to help them through life’s toughest challenges?

They may feel they don’t have the financial resources or are unsure who they can turn to for guidance. At Butler Squared Consulting, LLC, we believe that a financial coach should be accessible to everyone. To achieve this, we’ve developed a model to help individuals take control of their financial health and get support in creating a plan for their future. We’ve put together subscription-based plans that allow clients to start simple and adapt as their lives and financial situations become more complex.

 

All of our subscription plans help clients get organized on one financial platform so that their complete financial picture is available at their fingertips. 

 

  • We assist them in this process of aggregating their financial accounts on one site that can be updated daily via mobile device or computer;

  • We help them efficiently track expenses and investments;

  • We provide an online document storage vault to keep clients updated on the economy;

  • We provide tax updates and provide solutions to achieving tax savings;

  • And most importantly, we provide one-on-one support and advice with the Butler Squared Consulting team

  • The Butler Squared Consulting team is available to listen and collaborate to design a customized plan– from basic budgeting or cash flow discussions to ‘what if’ scenarios– our experienced team can help address clients' financial aspirations and concerns.

$29

PER MONTH (sale from $39)

INITIAL SET UP FEE: $50

 (SALE FROM $100)

BASIC

  • Get financially organized on our online client portal

  • Aggregate and see all your financial accounts in one place

  • 24/7 access on your mobile device

  • Track your spending

  • Secure online document storage

  • Professional support team

  • One webinar call with team per year to discuss your financial challenges and issues

$59

PER MONTH

(sale from $69)

INITIAL SET UP FEE: $100 (SALE FROM $150)

Standard

Includes everything from the Basic plan, plus:

  • Assigned to a lead Financial Coach to build a personalized plan

  • Debt repayment planning

  • Budget creation

  • Advice on saving for major purchases

  • Personal goal discovery

  • Tax Planning

$89

PER MONTH

(sale from $99)

INITIAL SET UP FEE: $150 (SALE FROM $200)

Enhanced

Includes everything from Standard plan, plus:

  • Retirement savings projections

  • Retirement income planning projections

  • Risk tolerance analysis

  • Insurance analysis

  • Estate plan review

  • 401(k) review

  • College planning

© 2020 BY BUTLER SQUARED CONSULTING, LLC.