Guide a client through a recurring-charge cleanup without making it feel trivial.
Pressure moment Sam has $74 in recurring charges. The next choice affects trust and financial follow-through. Decision path Five Whys for recurring charges Trace the function of the spending before cutting it. Do not solve before the pattern is visible Budget coaching starts with evidence, then options, then commitment. Recurring-charge cleanup works when each charge gets a job-based decision. 01 Spot 02 Probe 03 Choose Sam dismisses recurring charges as too small to matter. What first move creates useful categories without shaming him? One $30 charge is used twice a month. One recurring charge is used only twice a month.…
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