In this 1-hour dedicated set-up session, we will work together to build a custom financial infrastructure tailored to your finical needs.

What We’ll Accomplish:

• Custom “Pocket” Architecture: I will design and create your Pockets (bill pockets, savings pockets, etc.) to mirror your specific budget categories.  

• Autopilot Automation: Set up your “Program Your Money” rules to automatically split your paycheck, fund your savings, and maintain your target balances.  

Stop guessing how to “automate your budget” and let an expert do the heavy lifting. By the end of this hour, your Crew account will be a fully automated system that manages your money while you sleep.