Save without Deprivation

Have Choices. Feel Free.

Yep, its Possible while Saving!

“Working with Carrie Rattle has changed my life. I went to Carrie to see if I could learn a few new tricks about budgeting. I did not expect that I would gain, from her, an entirely new understanding of my earning and spending habits, and my underlying money beliefs. Carrie began working with my family by first making sure that we–and she–fully understood our values. That was the solid foundation that set us on a revolutionizing journey. On a practical note: Carrie helped us reduce our annual expenses by over 14% in the first few months of working with her. On a more meaningful note: Carrie helped us toward lifelong improved habits of budgeting, spending and thinking about finances. I cannot recommend her highly enough.”

Laurie Gilmore, Real Estate Broker, Primary Household Wage Earner & Mom

Align Savings with Happiness

You’ve been able to live within your means, but just haven’t been able to accumulate savings. You keep reminding yourself that you should save, feel guilty when you think about it, but aren’t sure how to start.  Perhaps you’ve read enough Do-It-Yourself books to know what to do, but have difficulty fitting it into your everyday busy life, and actually connecting the dots to build your savings.

Together, we will build a plan aligned with your values and your happiness because you are unique. We’ll target saving an amount most comfortable for you, and you’ll see how wealth will build over time.  Then we’ll work on fitting your new money behaviors into your life so that they stick for success.

Our process will help you achieve the following:

  • Understand your money flows in and out
  • Solidify your short and longer term dreams
  • Identify money you can allocate toward savings
  • Align your spending with your values
  • Ensure happiness and joy are not compromised
  • Change money behaviors
  • Shift your mindset from self-sabotage to self-care
  • Have a plan to achieve financial independence
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