Questions? Read our FAQs
Questions? Read our FAQs
Financial planning isn't about spreadsheets, graphs, or charts, it's about getting to the root of what you really value and learning how to use money as a tool to help you reach your goals and live your best life. In this workshop, we talk through the three stages you'll go through when putting together a financial plan:
Founder & Financial Planner,
Brunch & Budget
Hey, I’m Pamela Capalad. I’m a Certified Financial Planner™ and I’ve been in the financial services industry for over 8 years, and spent a lot of those years at wealth management firms (if you’re really curious where, check out my LinkedIn). I'm the owner of Brunch & Budget, where we have a meal and talk about your finances. I'm based in Brooklyn, NY and serve clients virtually across the country.
I'm here to help you get to that place in your life. You know that place. That place where you close your eyes and feel perfectly at peace and energized all at the same time. That place where you know you’re at your best, that you were somehow built for this, this thing you’re doing that you can’t believe you get to spend your life doing.
Life isn’t about cringing every time you run your credit card through a cash register or dodging calls from bill collectors. It’s not about the next paycheck, next rent check, next job, next in line. Life is about finding your why.
So here’s the deal – you have the why, I have the how. Whenever you're ready, I'll be here to help you figure out how to get there.
Brunch & Budget provides affordable financial planning for young professionals. What would you do tomorrow if you knew your money was handled today? Book your first brunch and find out!
Indie Money believes that everyone deserves access to high quality and objective financial advice. It’s part of their mission: honest and unbiased financial assistance for all.
By acting as your automated personal financial assistant, Indie Money helps you keep on track with your budget and hit your savings goals. And as part of their commitment to always putting you first, they’re the only company that doesn’t sell your data back to the banks.
Plans change. We get it. But if you can't make it to a class/workshop, please email us at least 7 days before the scheduled event date. No refunds will be given after this timeframe.
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