I will keep you accountable with your personal finances
I will be your personal finance coach to budget, save, and reduce debt
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
One Session (lasts about an hour) of my financial coaching will have us go step by step through your spending and income over Microsoft Teams. I will send you a private link to a Microsoft Teams call (you don't need an account). Once on call, I will write down your financial goals and how to achieve them. We will fill out my budgeting sheet, which I will then give you another one to fill out your own version (which I will supply) to see how far our projected numbers match your actual budgeting numbers at the end of the month. I will also give you a summary sheet of specific actions I would recommend, along with a plan of what order to pay off your debt and/or save up your money. Financial Freedom is an active pursuit, not a passive result. I want you to be debt free and be able to afford emergencies, so let's work together to make money a non-stressor.
My Portfolio
Other Personal Finance Services I Offer
FAQ
What language is my Financial Coaching Session in?
English
How long does a Financial Coaching Session last?
The first session is typically a little longer from 1.5 - 2 hours. Afterwards, each accountability session is about 1 hour (60 minutes).
What is included in a Financial Coaching Session
Included: - your expectation of expenses snapshot sheet that I fill out during our session - the budgeting sheet that you fill out for the month after our session - your summary and action plan that I fill out and send to you after - in-progress financial concepts learning resource
Where/how do we meet?
Our Session will be online over Microsoft Teams. You will provide a few different times in your schedule that you are available. I will confirm a time and send you a link before your session. You will then use the link I send you to open up Microsoft Teams at our designated time.

