Are you trying to improve your finances? Do you plan to buy a house, save for retirement, or pay off your debt? Here, we will go over our personal finance services.
Welcome to the beginning of your financial journey. Together we will figure out what your current financial situation is. Then, we will find out what the best strategy is so that you can achieve your goals.
We offer to our clients two different ways to access our personal finance services. Through this website by continuing to read this page or through the Fiverr platform.
What Are The Personal Finance Services Proposed?
Pay Off Debt
Debt can be destructive financially. But together we will find your way out by creating a debt-free strategy tailored to your needs.
Improve Credit Score
Credit score can be a great tool when used to your advantage. We will figure out the best strategy to improve your credit score.
Save For Special Events
Saving money for special events can be stressful. But, creating a detailed step by step plan can easily give you follow.
Create A Budget
Budgets are often associated with deprivation. But it should be used as a better way to distribute your money towards the things you love to do.
Plan For Retirement
Planning for retirement can be hard. That is why we educate people on how to plan for their retirement by creating a tax-optimized plan that best fits your needs.
Investing can be overwhelming. But together we will identify your risk tolerance and we will go over all the pros and cons of the available options.
Learn About Finance Basics
Learning about finance basics can help you better navigate through our financial system and help you make more out of your money.
Assess Financial Situations
Not a lot of people know how much they earn or owe. That is why it is important to assess your financial situation so you can make better financial decisions.
Understand Work Benefits
Work benefits are a great way to complement your salary. You will learn about what they are and how to take advantage of them.
Everything To Know About A Session
How Long Does A Session Last?
A session last 45 minutes.
What Are The Session Options?
A session can be held in person, phone call or video call.
How Much Is A Session?
A session costs $99 but you can buy three sessions for $249.
Following The 5 Step Process
Step 1 – Free Session
To schedule your free session, send us a message with your availabilities using our contact page. Then, we will send you an email to schedule our 15 minute phone call.
During this free session, we will start by getting to know each other. Then, we will talk about the “Personal Finance Wheel”. To conclude, if you are interested, we will take a look at the financial services I offer. You will also be able to ask any questions you may have at any time during the session.
Step 2 – Documents
If you want to go forward with the financial services, we will send you our Client Agreement document for you to read and sign. You will have to send it back to us before moving on to the next step.
Step 3 – Payment
Step 4 – Scheduling & Homework
After receiving payment, we will contact you via email or phone to schedule your session. We will also send you a form that you will have to fill out and send back before our next session. It will allow us to prepare the content of our session a bit better.
Step 5 – Paid Session
If you choose to meet in person, we will meet at the time and location agreed upon by both parties. But, if you choose to receive the session via phone, I will call you at the time of our session.