Personal Finance Services To Better 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.


Personal Finance Services - Carreira Finance Coaching

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.

Improve Credit Score - Financial Coach - Carreira Finance - Personal Finance Services

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.

Save For Special Events - Financial Coach - Carreira Finance - Personal Finance Services

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.

Create A Budget - Financial Coach - Carreira Finance - Personal Finance Services

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.

Invest Assets - Financial Coach - Carreira Finance - Personal Finance Services

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.

Learn About Finance Basics - Financial Coach - Carreira Finance

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.

Assess Financial Situations - Financial Coach - Carreira Finance - Personal Finance Services

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.

Understand Work Benefits - Financial Coach - Carreira Finance

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 I Offer My Personal Finance Services?

Depending on the financial problem you want me to solve, you have two options: working via emails or scheduling a session.

Working Via Emails

How Does It Work? We will be exchanging emails during the entire project.

3 Personal Finance Service Packages: Basic, Standard, and Premium. Each package includes different levels of complexity. Depending on the complexity of the work to be done, I will offer you the right package.

How Much Are The Package? $100 for Basic, $200 for Standard, and $300 Premium.

4-Step Process

  • Step 1 – Contact
    • You can either schedule your free 15-minute call or contact me directly
    • We will talk about the financial problem you want to solve
  • Step 2 – Client Agreement
    • If you decide to go forward with the personal finance service package offered, I will send you the “Client Agreement” document for you to read and sign
    • You will have to send it back before moving on to the next step
  • Step 4 – Personal Finance Service
    • I will deliver your order via email for you to review

“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.


Scheduling A Session

How Long Does A Session Last? A session lasts approximately 1 hour.

How Is A Session Held? A session can be held in person, phone call, video call, or via messages.

How Much Is A Session? A session costs $200, but you can buy three sessions for $450 ($150 per hour).

6-Step Process

  • Step 1 – Free 15-Minute Call
    • Schedule your free 15-minute call
    • We will talk about the financial problem you want to solve
  • Step 2 – Client Agreement
    • If you decide to go forward with my personal finance services, I will send you the “Client Agreement” document for you to read and sign
    • You will have to send it back before moving on to the next step
  • Step 3 – Financial Assessment
    • I will send you the “Personal Finance Assessment” form for you to fill out
  • Step 5 – Scheduling A Session
    • After receiving payment, I will send you a link to schedule your session
  • Step 6 – Session
    • If you choose to meet in person, I will meet you at the time and location agreed upon
    • If you choose to do the session via phone or video call, I will 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.