Your dreams are within reach. I’ll help you organize your finances, understand your spending, and keep you focused on your goals.

1. Initial Consultation: We’ll meet via Zoom to discuss your financial goals and create a plan that meets your needs.

2. Budgeting Software Setup: You need a budgeting app to connect all your accounts. I specialize in Monarch Money as a Certified Advisor. If you prefer another app, that’s fine. However, I may not be able to guide you through its features. If you choose Monarch Money or are open to switching, I will guide you through the setup to ensure everything is configured correctly.

3. Categorize and Analyze: I will categorize your transactions, analyze your income and spending habits, and provide insights and recommendations to help you stay on track toward your financial goals.

4. Ongoing Check-Ins: We’ll meet periodically to review your progress, make any necessary adjustments, address your questions, and ensure you’re reaching your financial goals.

Feel free to check out my work history on Upwork here, where you’ll find many 5-star reviews from satisfied clients, like this one:

"Naadeidei is great. She helped us with various bookkeeping tasks. 5/5."