Our Services
Take Action with Our Help
Our strength is planning your blueprint to financial clarity. We complete the analysis, design the plan, outline your options and make tailored recommendations. The package is comprehensive and personalized. Your role is to review the profile, make final decisions and take action.
We will do the analysis and design a plan with a clear and simple set of recommendations to help you meet your goals. The package will include a summary of your information and goals, a written analysis, a set of recommendations, applicable budgets and scenarios.
Here’s how it will work:
- Decide what service you want
- E-mail us at info@dearpiggybank.com to make an appointment
- Gather your information*
*We will need some detailed information to do a good job. Please see the Get Ready section for what to collect.
This is a small and important investment in your future. Typically you will recover the money you’ve spent on a service in less than 1 month.
We hope that if you are presented with a clear analysis and simple set of steps you will be encouraged to maintain momentum. Acting on your plan is the key. You will feel incredibly empowered by taking control of your money.
Please note: We take your privacy seriously. We do not make your information available to anyone. It is for the sole use of Dear Piggy Bank as directed by you and the Services you purchase. Your payment transactions and information are secure through Pay Pal.
Budget Planning
You've been meaning to make one but there are so many other things you’d rather do instead!
Once we have your complete financial information we’ll review your file and prepare a budget tailored for you. We can provide the most comprehensive package if you share information about your lifestyle and financial strengths/weaknesses. You will receive our recommendations in a budget format (with written explanations) as well as a tracking sheet that you can use to monitor your progress once you start using your budget. We’ll contact you a few weeks after we’ve sent the material to confirm that you received it and understand it. Your success is important to us!
Debt Solutions
So many people find themselves in a situation where they have more debt than they intended. It can be incredibly worrisome to have high levels of debt however often it’s easier to deal with than you think. The faster you make a plan and begin to repay your debt, the faster it will disappear and you can begin to feel better.
If you are having difficulty knowing where to begin and would like help making a plan then check out our debt solutions service. Once we have your complete financial information we will review your file and prepare a debt repayment plan -- just for you. We can provide the most comprehensive package if you share information about your lifestyle and financial strengths/weaknesses. You will receive our recommendations in a budget format (with written explanations) as well as a tracking sheet that you can use to monitor your progress once you start your repayment plan. We'll contact you a few weeks after we’ve sent the material to confirm that you received it and understand it.
We will not provide any financing or make referrals to any institutions or organizations that provide financing. Our objective is to give you as many tools and suggestions as possible to manage your debt and we believe that having a simple and effective plan is more than half the battle!
Decision Making
Are you trying to decide between a new or used car? Whether you can afford to go back to school? Whether you can afford to buy an apartment? These decisions can have a huge financial impact. Sometimes they can be overwhelming and an objective second opinion can really help.
Once we have your complete financial information we will review your file and the decision you’re trying to make and prepare some recommendations just for you. We can provide the most thoughtful suggestions if you share information about your lifestyle and financial strengths/weaknesses. You will receive our recommendations in a budget format (with written explanations). We’ll contact you a few weeks after we’ve sent the material to confirm that you received it and understand it. Your success is important to us!
Future Planning
If you feel pretty confident that your day-to-day finances are in good shape but are wondering whether you should be doing more to prepare for your future then maybe we can help. You may want to buy a home, a new car or be sure that you’re planning for your retirement or your child’s education but are not sure how to make it all happen. So many competing priorities...
Once we have your complete financial information we will review your file and the decision you’re trying to make. We’ll prepare some recommendations just for you. We can provide the most thoughtful suggestions if you share information about your lifestyle and financial strengths/weaknesses. You will receive our recommendations in a budget format (with written explanations) and we’ll contact you a few weeks after we’ve sent the material to confirm that you received it and understand it. Your success is important to us!
CEO of the House
Just like a business, managing your household finances effectively is key to success and lower stress. The greatest challenges remain cash flow and planning! It takes a big chunk of monthly income to run a home and the job requires a extensive skill set (coordinator, purchasing, inventory management, logistics, planning and finance).
Whether it's a household of 1 or a household of 6... being able to manage the finances is a big part of the job. If you do it well, you will spend less money and have more time. We'd be pleased to help you set up money management systems and plans that are low maintenance and work for you.
Once we have your complete financial information we will review your file and the decision you're trying to make. We'll prepare some recommendations just for you. We can provide the most thoughtful suggestions if you share information about your lifestyle and financial strengths/weaknesses. You will receive our recommendations in a budget format (with written explanations) and we'll contact you a few weeks after we've sent the material to confirm that you received it and understand it. Your success is important to us!
