Amanda Perez

I went to school for Accounting because I love math and numbers, but found that I enjoy working with personal finance more. I became a budget coach because I want to help people feel more confident about their spending and, in turn, help their families have good money memories.

I know what it is like to be in debt and get out of that stressful situation, so I never judge clients on their spending. I also understand what it is like to budget for a family with teens and young adults. I help people with the practical side of budgeting and also accountability check-ins.

I love working with clients who are willing to keep going. Changing spending behavior and getting out of debt doesn’t happen overnight, but it can happen! If you want to know where your money is going and have some help along the way, I’d love to work with you.

I love the calendar feature in Lunch Money. It gives a great view of what is coming and helps me plan visually.

Before our first session, I will email you some pre-work to help our first meeting go great. The pre-work includes making a list of your known expenses and answering a few questions about how you feel about your finances. During our first session together over Zoom, we will work on customizing your budget to meet your priorities. We will also discuss how we can make your goals fit within your budget.