Personal finance management Emem Samuel
Take control of your personal finances with a clear, monthly financial plan that tracks your income, expenses, savings, and investments effortlessly. I’ll help you analyze where your money goes, spot spending leaks, make money work for you through viable investment and create a realistic budget that aligns with your financial goals. With easy-to-understand reports and visual insights, you'll gain clarity, reduce financial stress, and make smarter money decisions.
This service comes in two basic package as provided below.
Personal Finance Management Pricing
1️⃣ One-Time Financial Checkup – $300
Perfect for people who just need a quick financial review!
Income & expense analysis
Simple budgeting plan
Savings & investment suggestions
Debt repayment strategy
1-hour consultation + finance report
2️⃣ Monthly Finance Management – $500/month
For those who want ongoing personal finance tracking & management.
Personalized budget plan
Expense tracking & cash flow breakdown
Savings & investment plan
Debt & loan strategy
Bi-weekly check-ins (WhatsApp or email updates)
Monthly financial report (simple & visual)
What's included
1️⃣ Income & Expense Analysis
-Breakdown of how money comes in and goes out
-Identify spending patterns & unnecessary expenses
2️⃣ Personalized Budget Plan
-A structured budget that fits their lifestyle
-Allocates money for needs, wants, savings & investments
3️⃣ Savings & Investment Plan
-Simple strategies to grow their money
-Recommendations on where & how to save or invest
4️⃣ Debt & Loan Strategy
-A step-by-step plan to pay off debt faster
-Prevents future financial stress by managing loans properly
5️⃣ Cash Flow Tracking
-Real-time tracking of income & expenses
-Helps them stay in control of their finances every month
6️⃣ Monthly Financial Reports and interactive dashboard of financial health
-Visual & easy-to-understand storytelling summary of their finances.
-Interactive dashboards of all incomes, investment, debt and loan, expenses within the stipulated month and identification of areas of improvement.
-Helps my clients see progress & make better money decisions.
7️⃣ Ongoing Guidance & Support (For monthly subscription clients)
-Bi-weekly check-ins to adjust financial plans
-Answer my clients questions & keep them accountable
Starting at$300 /mo
Tags
Canvas
Microsoft Excel
Quickbooks
Zapier
Business Consultant
Financial Consultant
Financial Advisor
Service provided by
Emem Samuel Uyo, Nigeria
- 1
- Followers
Personal finance management Emem Samuel
Starting at$300 /mo
Tags
Canvas
Microsoft Excel
Quickbooks
Zapier
Business Consultant
Financial Consultant
Financial Advisor
Take control of your personal finances with a clear, monthly financial plan that tracks your income, expenses, savings, and investments effortlessly. I’ll help you analyze where your money goes, spot spending leaks, make money work for you through viable investment and create a realistic budget that aligns with your financial goals. With easy-to-understand reports and visual insights, you'll gain clarity, reduce financial stress, and make smarter money decisions.
This service comes in two basic package as provided below.
Personal Finance Management Pricing
1️⃣ One-Time Financial Checkup – $300
Perfect for people who just need a quick financial review!
Income & expense analysis
Simple budgeting plan
Savings & investment suggestions
Debt repayment strategy
1-hour consultation + finance report
2️⃣ Monthly Finance Management – $500/month
For those who want ongoing personal finance tracking & management.
Personalized budget plan
Expense tracking & cash flow breakdown
Savings & investment plan
Debt & loan strategy
Bi-weekly check-ins (WhatsApp or email updates)
Monthly financial report (simple & visual)
What's included
1️⃣ Income & Expense Analysis
-Breakdown of how money comes in and goes out
-Identify spending patterns & unnecessary expenses
2️⃣ Personalized Budget Plan
-A structured budget that fits their lifestyle
-Allocates money for needs, wants, savings & investments
3️⃣ Savings & Investment Plan
-Simple strategies to grow their money
-Recommendations on where & how to save or invest
4️⃣ Debt & Loan Strategy
-A step-by-step plan to pay off debt faster
-Prevents future financial stress by managing loans properly
5️⃣ Cash Flow Tracking
-Real-time tracking of income & expenses
-Helps them stay in control of their finances every month
6️⃣ Monthly Financial Reports and interactive dashboard of financial health
-Visual & easy-to-understand storytelling summary of their finances.
-Interactive dashboards of all incomes, investment, debt and loan, expenses within the stipulated month and identification of areas of improvement.
-Helps my clients see progress & make better money decisions.
7️⃣ Ongoing Guidance & Support (For monthly subscription clients)
-Bi-weekly check-ins to adjust financial plans
-Answer my clients questions & keep them accountable
$300 /mo