Financial coaching by Carlie LinFinancial coaching by Carlie Lin

Financial coaching

Carlie Lin

Starting at

/hr

About this service

Summary

I will support you through a personalized run-down of your financial situation. Based on your goals, I will help you come up with a personalized budget and financial plan. As a Gen Z first-generation college student, I know what it's like to be in debt, but I am now debt-free and have a 100k+ net worth at 23 years old.

What's included

Understanding of current financial situation
Walking through your personal financial statement, including debt, income, etc. I will be your accountability partner and support you through looking through what may be an uncomfortable confrontation with your current situation. I will also go through your goals to help devise a plan to meet your goals.
Personalized budget and plan
Based on your current situation, I will offer up a budget and give my insights on potential future options, such as investing and figuring out where the next dollar could go to maximize your progress towards your financial goals.

Skills and tools

Financial Advisor

Financial Consultant

Business Consultant

Microsoft Excel

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