Personal Finance

pro

Naadeidei Owusu

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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!

Process

Here’s what to expect:
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."

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
Quickbooks
Xero

Industries

Personal Finance
Accounting
Bookkeeping and Payroll

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