Budgetplan
1. Intake
Is an interview. We look up what you want and what the budget coach can do for you. We agree on how long we think need to have, and what it will cost.
2. Organize paperwork
Together we organize your papers to income and expenses, and store it in a thuisadministratiemap.
3. Budget Month View
We fill up a budget month view based on your current situation.
4. Screening surcharges facilities e.d
Examination of the opportunities to increase income with bonuses, provisions, tax refunds etc.
5. Future Plan
Discussing budget options in the future. Possibly through the current budget monthly statement and adjust.
6. Supporting and giving tips & tricks.
We look at how long you think you will need for guidance, to cope with your new budget. Discuss when evaluation is needed and how (by phone or in person).
7. Evaluate
Evaluation (see section 6) and feedback, follow-up (telephone or personal contact).
Is an interview. We look up what you want and what the budget coach can do for you. We agree on how long we think need to have, and what it will cost.
2. Organize paperwork
Together we organize your papers to income and expenses, and store it in a thuisadministratiemap.
3. Budget Month View
We fill up a budget month view based on your current situation.
4. Screening surcharges facilities e.d
Examination of the opportunities to increase income with bonuses, provisions, tax refunds etc.
5. Future Plan
Discussing budget options in the future. Possibly through the current budget monthly statement and adjust.
6. Supporting and giving tips & tricks.
We look at how long you think you will need for guidance, to cope with your new budget. Discuss when evaluation is needed and how (by phone or in person).
7. Evaluate
Evaluation (see section 6) and feedback, follow-up (telephone or personal contact).