The Butler Experience
Your personal guide to financial clarity, control, and freedom.
The Butler Experience is a personal and practical coaching service for individuals and couples that provides a "financial butler" to organize & optimize your finances. Together, we create a tailored, actionable plan that accelerates progress towards your financial goals.
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Reach Your Personal Goals
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Enhance Your Understanding
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Organize Your Financial "House"
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Take Greater Control
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Optimize Your Finances
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Boost Your Confidence
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"Get Your Money Right"
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Learn What Financially Healthy People Do
~ Reach Your Personal Goals ~ Enhance Your Understanding ~ Organize Your Financial "House" ~ Take Greater Control ~ Optimize Your Finances ~ Boost Your Confidence ~ "Get Your Money Right" ~ Learn What Financially Healthy People Do
How Does it Work?
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We begin by exploring your unique financial personality, habits, & background
We understand what makes you tick and how you got to where you are today
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We take the time to conduct an in-depth assessment of your current financial situation in a judgment-free space.
Together, we review your credit report, income, expenses, assets, debts, bills, and financial accounts.
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We help you clarify your vision for financial success and the life you want to live.
We set goals for your financial future.
We include a discussion of your long term plans for retirement.
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We work together to create an actionable plan to get from your current state to your desired future.
We provide you with a new budget that optimizes your income and expenses to accelerate progress towards your goals.
We also introduce The Path to Prosperity, a helpful companion to help you stay on track with your customized plan.
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We develop a system that minimizes your time and effort to manage your personal finances.
This system ensures your financial house stays organized even after the coaching is complete.
We agree on a check-in schedule to continue monitoring progress and adjust accordingly.
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You begin implementing the plan, systems, and tools we developed together.
With increased confidence, you live in a new financial lifestyle, leveraging our continued expertise.
We provide referrals to additional support partners and products to further accelerate your progress.
We provide additional on-demand guidance through financial milestones and changes.
The Steps We Take Together
What you will experience…
Time-bound work for a flat fee: Approximately 5-7 coaching sessions (as schedules permit) plus 3 monthly check-ins to monitor progress
A plethora of custom tools and software to support your plan and journey
A human-centered, high touch, personalized service. We’re not an assembly line and you’re not just a number.
A judgement-free zone to discuss your hopes, fears, successes, and mistakes
A live, friendly, & engaging environment
Confidentiality, security, dedication, and honesty
An actual money-back guarantee based on results and satisfaction…as it should be (see FAQs)
Do You Offer On-Demand Coaching?
Of course! Financial Butlers provides our Financial Concierge Service for existing clients. Through on-demand coaching, we provide targeted problem solving and planning for life’s milestones, unique goals, and special challenges.
This service also includes a white glove service where we handle the execution of your financial tasks on your behalf, so you can focus on what’s important.
Building a Healthy Financial Ecosystem
This graphic shows the roles, services, and providers typically involved in a strong and healthy financial portfolio.
Financial Butlers has expertise in many areas (highlighted in blue), and for services we do not specialize in, we are happy to refer you to trusted providers.
