Shari Evans, EML, AFC®, MQFP®
Shari Evans, EML, AFC®, MQFP®
Build a Financial Life That Works for You
Trusted fiduciary financial guidance focused on practical strategies, intentional living, and long-term success.
The Why
Budget Based Lifestyle was created to help individuals and families build sustainable financial habits through education, accountability, and personalized financial guidance. The goal is simple: help clients create realistic financial systems that support both their responsibilities today and the life they want in the future.
Financial progress starts with understanding your real-life lifestyle, not trying to force unrealistic financial rules that don’t fit your situation. My approach focuses on helping clients build practical systems for spending, saving, debt repayment, and financial decision-making that can actually be maintained long term. Financial wellness should feel empowering — not overwhelming.
The Approach
I work with Corporate Clients, Individuals, Couples, Young Professionals, Mature Professionals, Military Families, and Retirees who want to become more confident and intentional with their finances.
The Client
Take the Next Step Toward
Financial Stability
Explore financial counseling and educational services that provide practical strategies for building a stronger financial future.
Budgeting Your Income
The Financial Foundation
- Gain clarity on your true monthly income by categorizing all revenue streams, ensuring your budget is based on accurate and realistic figures.
- Prioritize essential expenses and discretionary spending to create a balanced budget that aligns with your financial goals and lifestyle.
- Utilize actionable tools and strategies to monitor and adjust your budget regularly, helping you stay on track and avoid unexpected shortfalls.
Debt Management
Gain Confidence through Clarity
- Experience personalized debt management plans tailored to your unique financial situation, designed to help you effectively reduce and eliminate your debt.
- Benefit from expert guidance that not only brings clarity to your finances but also empowers you with the confidence to make informed financial decisions.
- Achieve long-term financial stability and peace of mind through Budget Based Lifestyle’s comprehensive support and proven strategies for debt payoff.
Saving for Emergencies, Education, Retirement, Goals
The Blueprint of your Financial Future
- Leverage expert guidance from an accredited financial counselor to strategically optimize your income allocation, ensuring that every financial decision supports and advances your long-term goals.
- Enhance your financial future with customized savings strategies targeting emergency funds, education savings, and retirement plans designed to meet your objectives.
- Approach saving with clear, confident guidance that simplifies complex financial choices for enduring security.
Achieve Your Personal Finance Goals with an Experienced Accredited Financial Counselor
How I help
Looking for a smooth path to financial freedom? I help clients manage their personal finances by creating budget-based strategies tailored to their lifestyle, simplifying complex decisions so they can confidently reach their financial goals..
Complimentary Consultation
We begin with an initial consultation to assess your financial goals and determine our compatibility. This meeting ensures we can effectively collaborate before analyzing your situation and recommending tailored solutions..
Establishing a Clear Framework for Our Client-Professional Partnership
We establish a clear framework that defines goals, expectations, and how we will work together throughout your financial journey. This creates a supportive partnership built on communication, accountability, and intentional progress.
Ongoing Evaluation and Strategic Adjustments for Continuous Improvement
We continuously monitor and evaluate your personal financial situation, making strategic adjustments as needed while serving as a dedicated accountability professional to ensure your long-term success..
Supporting the Achieved Success
As our work together comes to a close, we ensure you have the tools, confidence, and strategies needed to continue moving forward independently. Our goal is for you to leave the partnership feeling empowered to sustain your financial success long after the engagement ends.