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?
What Personal Finance Services Do You Offer?
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
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
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
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
Planning for retirement is primordial. Everyone should have a clear picture of their future by creating a retirement plan that fits their future needs.
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
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
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
Work benefits are a great way to complement your salary. There are a few things you can learn in order to maximize and take advantage of them.
Matt F. (Fiverr) — “Marco provided knowledge, understanding, and clarity that created an incredibly helpful guide for getting my financial situation in order. Delivery was incredibly prompt and thorough. He also clarified my follow up questions in …” read more
Everything To Know About A Session
How Long Does A Session Last?
A session last approximately 45 minutes.
What Are The Session Options?
A session can be held in person, phone call, video call, or via messages.
How Much Is A Session?
A session costs $99 but you can buy three sessions for $249.
Following The 6 Step Process
Step 1 – Free 15-Minute Call
Go to my contact page to schedule your free 15-minute call. We will talk about your #1 financial obstacle
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 – Assess Your Finances
I will send you the “Personal Finance Assessment” form for you to fill out.
Step 4 – Payment
Step 5 – Scheduling The Session
After receiving payment, I will send you a link to schedule your session.
Step 6 – Paid 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.