Consulting and building tools in financial organization, human resource services, home and home office decluttering for individuals, small businesses, and nonprofits.

Consultations and/or engagements can be in-person or virtual. Costs are based on package fees and/or hour rate. Sliding scales are available.

For more information please email stephanie@becklegacyfund.org

Speaking Engagements

Tailored to your group or organization's needs, I create an interactive polling presentation to help people break through the why in their spending and saving habits.

Financial Consulting Packages

Six 1-hour consultations (including but not limited to)

  • Financial goal setting

  • Creating your budget

  • Finding the right tracking tool for you

  • Sticking to your budget

  • Getting out of debt

  • Renting vs Buying

  • Credit vs Debit

Four 1-hour consultations (including but not limited to)

  • Financial goal setting

  • Budget review and adjustments

  • Weekly check-ins to make sure you are on track

2024 Travel and Expense Receipt Tracking

  • Spreadsheet set up

  • Receipt exchange creation (Google Drive, OneDrive, etc.)

  • Monthly upkeep

2024 Full Income and Expense Tracking

  • Spreadsheet set up

  • Receipt exchange creation (Google Drive, OneDrive)

  • Income exchange creation (Google Drive, OneDrive)

  • Monthly upkeep

 Human Resources Services

Resume Building                                   

  • Review current resume

  • Format based on industry

  • Build based on experience

 Small Business/Nonprofit Human Resources Start Up

  • One-hour strategy session

  • Review and determine services needed (including but not limited to):

  • Recruiting

  • Policy creation

  • Compensation and benefit review

 Home Services

Home/Closet Organization (including but not limited to)

  •  Organization goal setting

  • Room by room analysis

  • Assist with individual space decluttering