The Financial Audit

Clarity Starts Here.

Understand Where Your Money’s Going — Without Shame or Judgment.

If you’ve ever looked at your bank account and thought, “I should have more to show for this,” you’re not alone. Our Financial Audit helps you understand exactly where your money is going — so you can take back control and move forward with confidence.

What Is a Financial Audit?

The Financial Audit is a full review of your real income, spending, and habits based on 3–4 months of your bank and credit card statements.

We identify patterns, recurring charges, and hidden leaks that might be holding you back — and we summarize it all in a way that’s clear, easy to understand, and free of judgment.

This is the starting point for all of our 1-on-1 coaching programs, but it’s also available as a standalone service for anyone who just wants clarity before diving into coaching.

Who is this for?

  • You feel like you make decent money but don’t know where it goes

  • You’re overwhelmed by your spending habits but not sure how to fix them

  • You want to save, invest, or grow — but feel stuck or disorganized

  • You’re not ready for coaching yet but want to take a clear first step

  • You’ve tried tracking or budgeting and nothing ever seems to stick

What’s Included?

  • A detailed review of 3–4 months of income and spending

  • Categorized breakdown of where your money is actually going

  • Insight into recurring charges, high-spend categories, and overlooked expenses

  • A recommended monthly spending plan based on your financial goals

  • A written summary and visual overview of your financial activity

  • Suggested next steps, if you choose to move forward with coaching

No Shame. No Judgment. Just Clarity.

Let’s be real: we’ve seen everything — and we’re not here to judge. Whether your statements include fast food, luxury shopping, or subscriptions to sites like OnlyF**s, we don’t care.

We don’t care if that’s where you spend or where you earn. Our job is to help you understand your financial habits and create lasting change — not to make you feel bad about them.

You’ll always be treated with respect, confidentiality, and compassion.

Coaching or Standalone? You Decide.

Every 1-on-1 coaching client at Claudio Financial starts with a Financial Audit — it’s how we build your personalized plan. But if you’re not ready for coaching or just want to assess where you stand, you can book the audit as a standalone service.

You’ll still walk away with the same powerful insights, no commitment required.

 FAQs

  • That’s completely normal — and you’re not the only one who feels that way. Whether your statements show fast food, impulse purchases, or OnlyF**s subscriptions, we don’t judge. We’re here to help you understand your finances so you can take control and move forward with confidence.

  • Yes. While it’s included in every 1-on-1 coaching program, the audit can also be booked separately if you’re not ready to commit to coaching yet.

  • Once we receive your statements and forms, we typically complete the audit in 5–7 business days. We’ll schedule a call to walk you through the findings.

  • It’s our version of a budget — flexible, realistic, and designed around how you actually live. We focus on structure, not restriction.

  • Absolutely. Everything you share with us is kept 100% confidential. We take your privacy seriously and treat your financial information with the utmost care.

Ready to Finally Know Where Your Money’s Going?

You don’t need to guess anymore. Whether you’re ready for coaching or just need a reset, the Financial Audit is your starting point for real clarity and lasting change.