Order Our Consulting Services

Household Budgeting/Retirement Calculation Services
  • 1-on-1 Live Consulting
  • 2-hr Teleconferences
  • 2-hr Skype Sessions
  • 2-hr Facetime Sessions
  • Excel Spreadsheet Software
  • Spreadsheet Users Manual
  • Budget or Retirement eBook
  • Corporate Training available

To Order (Schedule) Our Consulting Services

You can order our Household Budgeting OR Retirement Calculation consulting services (individually or corporate) by filling out the following form, and submitting it to us. Once we receive it, a representative will contact you back immediately, to confirm the consulting session(s). Alternatively, you can contact us directly via any of the methods described below in the Contact Information section of this page, to schedule your consulting session(s). Payment is due at the beginning of the first 2-hour consultation for personal consultation. Payment is made via credit card - we accept Visa, MasterCard, Discover, and American Express.

Personal Household Budgeting Consulting Package
  Package Cost:                                                                                       

Personal Retirement Calculation Consulting Package
  Package Cost:

Corporate Household Budgeting Consulting Package
  Package Cost:                                                                                       

Corporate Retirement Calculation Consulting Package
  Package Cost:


Company: (if applicable)

Telephone #:
 -   -   

Email Address:
 @   . 

Desired Consultation Method:

1st Desired Date:       Desired Time:

2nd Desired Date:      Desired Time:

3rd Desired Date:       Desired Time:


Additional Constraints and Costs:
Personal On-site consultation is ONLY available on Long Island, NY. There is an additional charge of $ 75 for on-site travel within Suffolk County; $ 100 to Nassau County.

Corporate On-site rates (available only on Long Island, NY) are either $ 499 or $ 599 per hour session (maximum of 20 people per session), and can be accommodated during lunch hours or after work.

Contact Information


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Postal Mail
Expert Software Systems
12 Ann Street
Miller Place, NY

Our Emails
Support: support@CalculatingRetirement.com  OR
Support: support@BudgetSurgeon.com