"Budgeting is telling your money where to go, not wondering where it went."

―Dave Ramsey

FINANCIAL COACHING

Navigating life transitions—like stepping into adulthood, marriage, divorce, or loss—can be challenging. At Inspired Penny, we simplify managing your finances, giving you clarity and control during times of change.

We specialize in helping you create a spending plan (aka: budget), tackle debt, save for future goals, and overcome financial challenges—all in a supportive, judgment-free environment.

The Inspired Penny Process: Making Cents of Your Money

1. Gain Clarity and Define Your Goals

Every financial journey begins with understanding where you are today. We’ll take a holistic look at your income, spending, savings, and debt, then turn your dreams into achievable goals that reflect your values and priorities. 

 2. Create Your Inspired Penny Plan

With your goals in focus, we'll craft a step-by-step roadmap tailored to your needs, complete with practical actions and a realistic timeline. Your plan will ensure every penny serves a purpose.

 3. Stay Inspired and On Track

Progress is a journey. We'll help you monitor results, celebrate wins, and adjust as needed - keeping you motivated, confident, and in control.

DAILY MONEY MANAGEMENT

With Inspired Penny, you’ll have peace of mind knowing that a trustworthy professional is managing your finances with precision and care. Let us handle the details so you can focus on living your best life.

What Is a Daily Money Manager?

A Daily Money Manager (DMM) is your reliable partner in overseeing the details of your day-to-day finances. Their expertise ensures your financial tasks are managed with accuracy, giving you confidence and the freedom to prioritize what’s important to you while leaving the complexities of money management to a trusted professional.

Our services are ideal for:

  • Busy Professionals and Families
  • Older Adults
  • Frequent Travelers
  • Caregivers
  • Individuals in Life Transitions

Daily Money Management Services

Managing daily finances doesn’t have to be overwhelming. Inspired Penny simplifies your financial life with personalized services, including:

  • Bill Management: Ensure timely and accurate payments.
  • Financial Tracking: Monthly summaries, income and expense analysis, and account reconciliations.
  • Debt Management: Organize payments and create payoff plans.
  • Bank & Fraud Monitoring: Keep track of accounts and identify unusual activity.
  • Budget Support: Create and maintain a budget that works for you.
  • Tax Prep Assistance: Organize documents for smooth tax filing.
  • Subscription Review: Simplify and save on recurring payments.

Partner With a Professional Who Is Detail-Oriented, Experienced, and Trustworthy.

At Inspired Penny, we are dedicated to providing you with the highest level of trust and professionalism. Our commitments include:

  • Privacy & Security: Protecting your sensitive information with secure practices.
  • Accuracy & Reliability: Ensuring every task is handled with precision and care.
  • Fraud Prevention: Safeguarding you against financial exploitation.
  • Transparency & Integrity: Providing honest, clear, and dependable services.
  • Personalized Support: Delivering solutions tailored to your unique needs.

Ready To Simplify Your Finances?

Schedule your complimentary 20-minute consultation today.

Book a discovery call!