Can the team review my budget?

Modified on Tue, 12 Mar, 2024 at 1:10 PM

We review those live on the Thursday night calls, but you MUST have the following done in order to get your budget reviewed:

  1. 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.
  2. You have already thoroughly watched the Money Monarch trainings and followed the instructions.
  3. 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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