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.
~
Reach Your Personal Goals
~
Enhance Your Understanding
~
Streamline Your Accounts
~
Save More
~
Optimize Your Budget
~
Boost Your Confidence
~
Spend Smarter
~
Achieve Financial Stability
~
Clean Your Financial House
~
Eliminate Debt
~ Reach Your Personal Goals ~ Enhance Your Understanding ~ Streamline Your Accounts ~ Save More ~ Optimize Your Budget ~ Boost Your Confidence ~ Spend Smarter ~ Achieve Financial Stability ~ Clean Your Financial House ~ Eliminate Debt
How it Works
A Balanced Approach to Your Finances
Our philosophy is built on three core pillars designed to create a holistic financial strategy.
We help you gain Clarity on your current standing, achieve Control over your day-to-day finances, and experience the Freedom you deserve in accomplishing your goals.
The Coaching Journey
Tailored Packages to Fit Your Needs
Foundation Package
Clarity
Goal: Understand & organize where you are today.
Ideal For: Those seeking an in-depth analysis of where their money is going today for a clear path forward.
- 30-min Discovery Call & Intake Survey
- Financial Behavior & Habits Assessment
- In-depth Financial Audit
- Retirement Projections
- Approx. 4 Coaching Hours
Core Package
Control
Goal: Optimize & execute your tailored budget.
Ideal For: Those seeking to build a custom financial plan to take control of their finances, including an accountability system
- Everything in Clarity Package
- Goal Prioritization Activity
- Budget Design & Automation
- Debt Payoff Strategy
- 3 Months of Accountability & Adjustment Support
- Approx. 10 Coaching Hours
Premium Package
Freedom
Goal: White-glove execution & acceleration.
Ideal For: Those seeking to save time delegating "cleanup tasks" to set new budget in motion.
- Everything in Control Package
- 5 Hours Direct Implementation Support
- Liaison with Institutions (calls, paperwork, research, setup)
- Debt Negotiation
- Approx. 15 Coaching & Support Hours
We offer three packages. Each builds upon one another, to take you from understanding to optimization to execution.
All Packages Include:
12-month membership to Financial Butlers Community where you can access additional tools, online course materials & resources, live Q&A sessions, and more! (coming soon)
High-touch, personalized service — you’re not a number
A judgement-free space to talk about hopes, fears, wins, and mistakes
Time-bound work for a single fee (no “forever” coaching needed)
Custom tools and software to support your plan and progress
Live, friendly, and engaging support
Confidentiality, security, honesty, and dedication
Referrals to trusted providers, services, and software
Your Investment Pays For Itself
We guarantee to develop a plan that unlocks more money than you pay us, or the service is free!
Payment assistance available. Satisfaction guarantee on all packages; Results-based guarantee for Core and Premium packages only (see FAQs)
Do You Offer On-Demand Coaching?
Of course! Financial Butlers provides our Financial Concierge Service for existing clients.
Job change? Getting married? Buying a home? With on-demand coaching, we provide targeted problem solving and planning for life’s milestones, unique goals, and special challenges.
This service also includes the 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.
