Book your session.

To get the most out of your budgeting session, please ensure you have access to the following:

• Checking and savings account balances

• Credit card and loan balances, interest rates, and minimum payments

• Investment or retirement account balances (if applicable)

• A general view of recent income and expenses (bank or app transaction history)

• Note taking supplies (whether physical or digital is up to you)

This information is used only within the session to help create a realistic and personalized budget. We do not collect, store, or retain this data after the session ends.

Important Security Notice – Do Not Share Sensitive Account Info

For your safety, do not share the following at any time, by any means (including email, messages, or during sessions):

• Account numbers

• Routing numbers

• Credit/debit card numbers

• Online banking usernames or passwords

• Secure access codes or verification links

Queer Financial LLC will never ask for this information. You are responsible for maintaining the security of your own financial accounts. Please log in to your accounts privately during the session if needed — we’ll guide you through what to look at without needing direct access.

Disclaimer: The Budget Building Session is intended for general educational purposes only and does not constitute financial, investment, tax, legal, or accounting advice. I am not a licensed financial advisor, and the guidance provided during this session is not personalized financial advice.

Participation in this session does not create a client-advisor, fiduciary, or professional relationship. You are solely responsible for any financial decisions you make following the session. For personalized financial guidance, please consult with a certified financial planner or other licensed financial professional.