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Advanced Budgeting Intensive (3 h)

Master every aspect of your budget in a focused 3-hour live workshop. During this intensive we will:

Import and normalize multiple months of data for comprehensive analysis
Build forecasting models (e.g., seasonality, “what-if” scenarios) in Excel
Create dynamic dashboards with slicers, pivot tables, and visual summaries
Automate alerts for budget overruns and cashflow gaps

You’ll leave with a fully-featured, self-updating budget system and all the skills to extend it as your needs grow.

Why the Advanced Budgeting Intensive Works

Basic budgets give you a snapshot of today; advanced models prepare you for tomorrow. I designed this intensive after clients outgrew simple spreadsheets and needed deep insights for seasonality, scenario planning, and automated monitoring. By dedicating three focused hours, we build a robust budget framework—complete with predictive forecasting and interactive dashboards—that adapts as your financial landscape evolves. No generic templates—only custom models that power strategic decisions.

Choose a pricing plan

CS-08: Advanced Budgeting Intensive (3 h)

$989

Frequently Asked Questions

If I'm not happy with my purchase can I get a refund?

Please in get contact at any time if you're not satisfied with your coaching. We do our best to ensure all clients are happy and need to determine on a case-by-case basis the eligibility of refunds.

How does appointment scheduling work?

When you've completed purchasing you'll be able to login to your coaching account and can find out the next steps required to book a time for your appointment from there.

Is it possible to buy coaching more than once?

For sure! You simply need to purchase coaching again and will be able to get access to another set of coaching sessions.