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stephen_richar

Stephen D

@stephen_richar

Financial Advisor and Virtual CFO, Budgeting, Savings, Debt Payoff

United Kingdom
English, Spanish, French
About me
Hi! I’m a Financial Advisor & Virtual CFO helping individuals and small businesses create personalized financial plans. I specialize in budgeting, savings, and debt payoff strategies to help you take control of your money, reduce debt, and achieve financial goals. My approach is professional yet friendly, providing clear, actionable guidance that’s easy to follow. Let’s build a financial plan that works for you.... Read more

Skills

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stephen_richar
Stephen D
Offline • 

See my services

Budgeting & Forecasting
I will be your fee only financial planner and create a personalized financial plan
From$25 / projectMore details
Personal Budget Management
I will create a personalized monthly budget and expense tracker
From$20 / projectMore details

Work experience

Job Title: Financial Advisor / Virtual CFO

Self-Employed / Independent Consultant

Mar 2022 - Present • 4 yrs 2 mos

Providing personalized financial planning services to individuals and small businesses. Specializing in budget creation, savings strategies, debt payoff planning, and financial goal setting. Delivering clear, actionable, and stress-free plans tailored to each client’s unique financial situation.