Annual Spending Review
$199
The Annual Spending Review gives you a clear picture of where your money has gone over the past 12 months and what you are currently paying for. We review the financial records you provide to identify recurring charges, subscriptions, memberships, services, and other regular expenses.
Your spending is organized into an easy-to-understand report showing payment amounts, estimated annual costs, spending categories, and charges that may deserve a closer look. We also highlight potential duplicate services, forgotten subscriptions, price increases, and expenses you may want to cancel, reduce, or review.
At the end of the service, you receive a personalized annual spending summary and an organized tracking document you can use to better manage your expenses going forward.
