How Does it work?

So, how does it work you ask?

  1. You Contact Me.
  2. We nail down a date for us to meet in person or on Skype.
  3. You fill out the Money Map documents concerning your financial data, your short-term and long-term goals and current constraints.
  4. We finalize our terms of trade (for bragging rights on my behalf)
  5. I do an analysis of your current financial situation.
  6. We meet! I go over the analysis and together we make a realistic, efficient plan to move you towards your goals. My goal is that you leave feeling in control of your finances and happy with a plan that you are actually motivated to do!
  7. I send you a summary of our discussion and your Money Map after our meeting.
  8. The barter takes place!

I hold sessions on Tuesdays and Thursdays at: 10am, 12pm, 2pm, 4pm, 6pm and 8pm.

Bartering in the ‘Burbs

January 29th – Burlington Barter Babes

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