Family Budget Plan

Get Your Family finances organized and Back on Track

We believe that the whole family should have a part in the family budget process. When everyone is on the same “financial page,” the family grows and goals are met at a much quicker pace.

Our Programs

Our Family Bugeting program can be completed in-person or virtual based on your needs. Please check out the programs below to see which program work for your family.

Done for You/Done with You

In this program, we will work with you to develop a budget plan that fits the needs of you and your family. We will guide you in discovering the best budgeting method and make a budget plan with your numbers. This plan includes (4) 1:1 sessions to help you implement and maintain your new budget.

 

PreparaKid Money System

We will create a system to teach your children how money and responsibility work together. We will provide you the templates on how to make your own system within your family. This plan includes (3) 1:1 sessions to help you implement and maintain your PreparaKid system.

 

Ultimate Family Budget System

This plan combines the Done for You/Done with You plan with the PreparaKid Money System. We will show you and your kids the importance of planning, budgeting, spending and saving. This plan includes (6) 1:1 sessions with the entire family to help you implement and maintain your new system.

 

SCHEDULE A FREE 15 MINUTE CONSULTATION FOR MORE INFORMATION AND TO SEE HOW WE CAN HELP YOU.

 

We want to  make sure that we are the right fit for you!

Frequently Asked Questions

where do you offer your workshops?

At this time, we are only offering the Family CPR/First Aid classes in the San Francisco Bay Area. The Personal Family Budgeting workshop can be held in-person or remotely. Please contact us for further information. 

where is preparamom located?

We are located in Morgan Hill, California which is about 50 miles south of San Francisco. 

Are you certified to teach CPR and First Aid?

Yes, we are an approved training center with ASHI (American Safety and Health Institute). Our staff are trained and licensed medical profressionals (Paramedic and RN) with 44 years combined experience. 

what's your experience in teaching budgeting?

We are not financial advisors or CPA’s. We’re just a family of 4  that came from $120,000 in debt and succesfully managing our finances day by day. We show you how we manage our household and help you do the same.