We review those live on the Thursday night calls, but you MUST have the following done in order to get your budget reviewed:
- Your budget numbers must be 100% current. All income and expenses must be inputted, even income and expenses that have come through the same day you’re wanting your budget reviewed.
- You have already thoroughly watched the Money Monarch trainings and followed the instructions.
- Please ensure you grant us advisor access
Click on this link: https://app.monarchmoney.com/settings/members
Give access to the email address help@jeremykrulikowski.com
We will have access for 60 days
You can grant us access again if you need us to review it after the 60 days are over
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