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