Case Study 3

Client has bi-weekly income of $2,000 ($4,000 total/mth). She's a single mom with one son in college and another in high school. She feels paralyzed by the stress of debt and afraid she's going to mess up. She's looking for help getting started. Who can relate? She says she feels like she's in an endless cycle of paycheck to paycheck and though she's in a professional, secure job and has good credit, she feels like debt is taking a toll on her wellbeing. This case study includes two letters to the client where I give her some real-world, girlfriend to girlfriend, mom-to-mom advice you don't often hear from financial educators. Agree with me or disagree, I'm going to give it to you straight.

This file introduces the new Googlesheets format we're beta testing (in pdf format only, for file review).

NOTE: This file is Not a COMMUNITY Collaboration Case Study.

This file has 8 pages

(1) completed Month at a Glance, color-coordinated to match bills with credit cards

(1) completed Credit Worksheet

(2) Money Trackers, one for each pay period (client is paid every 2 weeks)

(2) Letters to the Client to explain her Money Trackers

(1) FAQ sheet

(1) How to Get Started sheet (which is more for your purchase)

You can learn more by following along to the video for Case Study 3 on Youtube at Ask Me How I Budget