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Personal Finance Services – Manage Your Money

Welcome to the beginning of your financial journey. Here you’ll learn everything there is to know about the personal finance services I offer.

Do you plan to buy a house, save for retirement, or get out of debt? Do you need a budget to track expenses better, or learn how to invest your savings? Don’t look any further.

After assessing your financial situation, I will tailor my personal finance services to match the solution you are looking for.

“Marco provides excellent, consistent work time and time again. Our work together has truly helped me to set better practices in my spending and budgeting. I’m endlessly grateful for his insight and patience with all my questions!” — Matt F.

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What Personal Finance Services Do I Offer?

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Pay Off Debt - Financial Coach - Carreira Finance - Personal Finance Services

Pay Off Debt

Debt can be financially devastating. Together we’ll find your way out by creating a debt-free plan for your financial situation.

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Improve Credit Score

A credit score can be a great financial tool when used to your advantage. I will create the best strategy for you to improve your credit score.

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Save For Special Events

Saving money for special events can be stressful. But creating a detailed step-by-step savings plan will give you peace of mind.

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Create A Budget

A budget is often associated with deprivation. But I see it as a better way to allocate your money towards the things you love to do in life.

Plan For Retirement - Financial Coach - Carreira Finance

Plan For Retirement

Planning for retirement is primordial. Everyone should have a clear picture of their future by creating a retirement plan that fits their future needs.

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Invest Assets

Starting to invest can feel overwhelming. I’ll teach you how to navigate through all the options and identifying the best investment strategy for you.

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Learn About Finance Basics

Learning about finance basics can help you better understand how our current financial system work. It will also teach you how to make more out of your money.

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Assess Financial Situations

Not a lot of people have a clear understanding of their current financial situation. Together we’ll assess your financial situation to make better financial decisions.

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Understand Work Benefits

Work benefits are a great way to complement your salary. There are a few things you can learn to maximize and take advantage of them.

“Worked with us to answer all of our questions, was very insightful, and delivered exactly what we needed. Also went out of his way to fulfill any related requests to get the order perfect. Thanks!” — Koop S.

How Do My Personal Finance Services Work?

I offer two types of personal finance services: on-demand sessions and monthly services. Depending on the financial problem you want to solve, you might choose one over the other.

For each option, you will find a few examples to help you determine which one might be the best solution for your situation.

On-Demand Sessions

How long does a session last? A session lasts approximately 1 hour.

How is a session held? A session can be held via phone call or video call.

How much does a session cost? A session costs $300, but you can buy three sessions for $750 ($250 per hour).

Who benefits from a session? On-demand sessions are ideal for anyone who wants to assess their current financial situation, create a financial plan, or find a solution to a financial problem.

How can we start (6-step process)?

  • Step 1 – Free 15-Minute Call
    • Schedule your free 15-minute call to talk about the financial problem you want to solve
  • Step 2 – Client Agreement
    • Send you my “Client Agreement” document for you to read and sign
  • Step 3 – Financial Assessment
    • Send you the “Personal Finance Assessment Questionnaire” form for you to fill out
  • Step 5 – Scheduling A Session
    • Send you a link to schedule your session before you receive a calendar invite with the video link
  • Step 6 – Session
    • Call you at the time of your scheduled session

“I had an incredible experience. Excellent communication. He goes step ahead to help you, and he does what he promises. No negotiation, straight forward answers. Highly recommended. Definitely will work with him again. Thank you for the amazing experience.” — Antonia M.

Monthly Services

How does it work? The monthly services include the following:

  • Budget creation
  • Transactions categorization
  • Weekly financial reports
  • 1-hour video call per month
    • Review spending and budget of the previous month
    • Go over the next month’s planning and budget
    • Track financial goals progress
    • Answer any questions you have

How much does it cost per month? It cost $250 per month.

When does it stop? It is up to you. If you want to stop the monthly services, just let me know and I will stop requesting payments. However, no reimbursement for the current month will be available.

Who benefits from the monthly services? Monthly services are ideal for anyone who wants to work on any of their financial goals; getting out of debt, reaching financial freedom, saving for a special event, etc…

How can we start (6-step process)?

  • Step 1 – Free 15-Minute Call
    • Schedule your free 15-minute call to talk about the monthly service and your current financial situation
  • Step 2 – Client Agreement
    • Send you my “Client Agreement” document for you to read and sign
  • Step 3 – Financial Assessment
    • Send you the “Personal Finance Assessment Questionnaire” form for you to fill out
  • Step 5 – Scheduling Monthly Video Call
    • Schedule the monthly 1-hour video call (ex.: first Tuesday of the month at 10 AM)
    • Send you a calendar invite with the monthly video link
  • Step 6 – Monthly Video Call
    • Call you at the time of your scheduled monthly video call

“This was the most amazing experience. He articulated what was needed, and I was able to provide the information. He was patient professional and knowledgeable. I would definitely recommend him.” — Sabrina A.

If you want to know more about it, feel free to contact me directly.

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About Marco Carreira

He is a financial coach and founder of Carreira Finance. He has been helping small business owners to get out of debt and improve their financial situations since 2019. He is on its way to help his clients pay off $1M in debt.

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