Personal Finance

Pro

Naadeidei Owusu

Contact for pricing

About this service

Summary

Personalized Financial Tracking and Ongoing Support Every Step of the Way! I will categorize your transactions, analyze your income and spending habits, and provide recommendations to keep you on track toward your financial goals. Additionally, we will conduct periodic check-ins to review your progress, make adjustments as needed, address any questions, and ensure you’re meeting your financial goals.
Ready to take the next step? Schedule your FREE discovery meeting today!

FAQs

  • Is your expertise limited to Monarch Money, or do you work with other platforms as well?

    My expertise in personal finances is focused exclusively on Monarch Money. This allows me to provide in-depth knowledge and tailored solutions within this platform to best meet your needs.

  • What results should I expect from working with a personal finance advisor?

    Expect a clear vision, organized financial strategies, and the confidence to thrive financially.

What's included

  • Financial Plan

    Tailored strategies to meet your financial goals, such as budgeting, debt management, saving, and investing.

  • Customized Budgeting

    A budget to help you manage your spending and optimize savings.

  • Regular Financial Reviews

    Scheduled check-ins to adjust plans based on changes in your financial situation or goals.

  • Peace of Mind

    Confidence that your finances are well-organized, with a plan in place for future growth and stability.

Skills and tools

Financial Advisor

Bookkeeper

Account Manager

Microsoft Excel

Microsoft Excel

Quickbooks

Quickbooks

Xero

Xero

More services

QuickBooks Online (QBO) or Xero Setup

STARTING AT

$300

fixed rate

Clean-Up and Catch-Up Services

STARTING AT

$1,200

fixed rate

Monthly Bookkeeping

STARTING AT

$200/month

monthly rate