Family Budget Planning

Get Your Family Finances Organized and Back on Track

We believe that the whole family should have a part in the family budget process. When everytone is on the same “financial page,” the family grows and goals are met at a much quicker pace.

Our Services

Our Family Bugeting program can be completed in-person or virtual based on your needs. Please check out the programs below to see which program work for your family.

Hourly Virtual Coaching Session

$125/hr

Get extra support sessions to continue to tweak, refine and optimize your family budget plan.

Montly packages available. Book a 15 min discovery call below. 

Done For You YNAB Budget Plan + 90 Min Virtual Coaching Session

$199

  • You provide the numbers and in return, receive a fully organized and mapped out budget plan to help you not only stay in control of your household finances but also be able to easily plan and save for future financial goals.

  • Save the extra time, headache and frustration by zipping through the YNAB learning curve in our coaching session.

PreparaKid Money System (Coming Soon)

We will create a system to teach your children how money and responsibility work together. We will provide you the templates on how to make your own system within your family. This plan includes (3) 1:1 sessions to help you implement and maintain your PreparaKid system.

 

SCHEDULE A FREE 15 MINUTE CONSULTATION FOR MORE INFORMATION AND TO SEE HOW WE CAN HELP YOU.

 

We want to  make sure that we are the right fit for you!

Frequently Asked Questions

where do you offer your workshops?

At this time, we are only offering the Family CPR/First Aid classes in the San Francisco Bay Area. The Personal Family Budgeting workshop can be held in-person or remotely. Please contact us for further information. 

where is preparamom located?

We are located in Morgan Hill, California which is about 50 miles south of San Francisco. 

Are you certified to teach CPR and First Aid?

Yes, we are an approved training center with ASHI (American Safety and Health Institute). Our staff are trained and licensed medical profressionals (Paramedic and RN) with 44 years combined experience. 

what's your experience in teaching budgeting?

We are not financial advisors or CPA’s. We’re just a family of 4  that came from $120,000 in debt and succesfully managing our finances day by day. We show you how we manage our household and help you do the same.