A Good Budget Is Never Ugly

– Rosa Capellan, Founder of The Monthly Budget

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Book a Financial Therapy session now.

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01

Stressed out about your finances and need help?

Stressed out about your finances and need help?

Welcome to The Monthly Budget! We are working to educate minority communities on financial literacy and opportunities. Through Rosa’s financial literacy techniques, customized budgets are created for clients who are usually in financial distress. Her tips and tricks are guaranteed to improve your financial status.

Schedule A Meeting →
02

Do you need a custom monthly budget and be held accountable?

Do you need a custom monthly budget and be held accountable?

Welcome to The Monthly Budget! We are working to educate minority communities on financial literacy and opportunities. Through Rosa’s financial literacy techniques, customized budgets are created for clients who are usually in financial distress. Her tips and tricks are guaranteed to improve your financial status.

Schedule A Meeting →
03

Book a Financial Therapy session now.

Book a Financial Therapy session now.

Welcome to The Monthly Budget! We are working to educate minority communities on financial literacy and opportunities. Through Rosa’s financial literacy techniques, customized budgets are created for clients who are usually in financial distress. Her tips and tricks are guaranteed to improve your financial status.

Schedule A Meeting →

Our Services

The Monthly Budget

The Monthly Budget Service

Debt Relief Planning

Retirement Planning

Emergency Fund Accounts

Life Insurance Products

The Monthly Budget Service

Many families and individuals are struggling to make ends meet. It’s not always due to income, most of the time it’s due to poor money management. A customized monthly budget will provide a clear picture of where you are, and where you will be if you stay on track.

Debt Relief Planning

Your budget will incorporate reducing your debt, which in return will improve your credit rating. “The average American household carries $15,706 in credit card debt.” Fortune.com

Retirement Planning (401K, Roth IRA, Annuities)

If you are not saving nor planning properly for retirement, you will work forever. More than half of Americans (54%) report having less than $25,000 saved. Retirement Confidence Survey.

Emergency Fund Accounts (Mutual Funds)

Your monthly budget will have you continuously set money aside for a rainy day. More than three-fourths of the U.S. lives paycheck to paycheck. BusinessInsider.com

Life Insurance Products

If you are not Insured, you need to get insured. Can your family survive financially if your life ended tomorrow? “95 Million Americans have no life insurance. The average family is underinsured by more than $300,000” National Underwriter.

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