Got questions?
Common questions
Everything you need to know before booking. Still unsure? Book a free 15-minute call and I can chat.
- Do I need to be buying in PEI?
- This is built specifically for people buying their first home in PEI. Sessions are remote over video call by default no matter where you're calling from, so you don't need to already live here, but the numbers and guidance are calibrated to the PEI market.
- Can I meet you in person instead of over video call?
- If you're in the Charlottetown area, yes, by request, I can meet you in person at the Charlottetown Library Learning Centre. Since the library charges to rent the room, an additional fee is added to cover that cost. Get in touch with me before booking so I can go over the fee, what to bring, and anything else you need to know.
- What should I bring to the session?
- Just a rough idea of your take-home income and main monthly expenses. No spreadsheets required; I build everything with you during the call. Please ensure you have access to your credit card and bank statements to make things easier.
- What if I have debt or a complicated financial situation?
- That's exactly what I'm here for! I'll map out your full picture, including a debt repayment plan if it applies to you.
- Can I get a refund?
- Yes. Cancel 24 or more hours before your session and you get a full refund with no questions. Finish the session and don’t think it was worth it? Tell me within 7 days and I’ll refund you in full, though that means the follow-up session doesn’t go ahead. See my refund policy for more information.
- What do I need to use the Yearly Budget Planner?
- It's a Microsoft Excel file, but it works just as well in Google Sheets if that's what you prefer, just open it in whichever program you already use.
- How do I pay?
- You can pay securely by Stripe at the time of booking. Stripe supports many common payment methods such as debit and credit cards. I also accept e-Transfer if that is easier.
- Is this financial advice?
- Budget Blueprint offers budgeting coaching only. It is not licensed financial, investment, or tax advice.
Ready to get started?
Book a free 15-minute fit call. No pitch, just an honest read on whether I can help and how long this will take you.