Quick Check

Agree & Schedule your 15-minute Readout

No jargon. No logins. Just a one-page picture and one change I’d make first.

Terms (friendly):

By checking the box below you agree that the Quick Check is a free, directional preview intended for your team’s internal review. It summarizes the last two months and may include one suggested change. Detailed vendor/category drill-downs, ongoing rules/alerts, and monthly variance analysis are part of the paid services (1-Hour Rescue, BvA Core/Pro).

I agree to the Quick Check terms and want to pick my time.

✍️ Agree & Schedule View availability only

Next steps after booking:

Upload 2 months of bank/credit card statements (PDF or CSV) — link will be shown after scheduling.
We meet for 15 minutes to review your three tiles (Money In / Money Out / What’s Left).
If you want me to lock the fix, the 1-Hour Rescue is $149–$299. Monthly options are available.