Why the Personal Expense Review Works

Many people log expenses casually but miss hidden leaks—duplicate subscriptions, rounding up at checkout, late fees, and more. I designed the Personal Expense Review after seeing clients save hundreds simply by uncovering these small but recurring drains. In 30 minutes, we’ll comb through two months of real data, spot the unseen costs, and set up a precise fix in your tracker. No fluff—just focused, actionable insight that turns your past spending into future savings.

If I’m not happy with my Personal Expense Review, can I get a refund?

I stand by the value of this session. If you feel you didn’t receive actionable insight, please contact me within 24 hours of our call. I’ll review your case and offer a partial or full refund based on the issues you experienced.

How do I schedule my 30-minute session?

Within two hours of purchase, you’ll receive an email with a link to book your 30-minute Zoom appointment. Just pick a time that works for you and you’ll get an instant confirmation.

What data do I need to prepare?

Please have:

• An export or screenshot of your last two months of transactions (CSV or PDF).
• Any existing expense tracker or budget you currently use.
• Notes on any irregular or one-off expenses (e.g., large purchases).

Can I book another Personal Expense Review later?

Absolutely. If you’d like to revisit your spending or analyze a new period, simply purchase the session again. You’ll receive a fresh booking link and questionnaire each time.