Personal finance management

Emem Samuel

Starting at

$

300

/mo

About this service

Summary

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)

Process

Personal Finance Management Service – Process from Start to Finish
1️⃣ Initial Consultation (Free)
We’ll have a quick chat to understand your current financial situation, goals, and pain points.
2️⃣ Financial Assessment
You’ll provide details on your income, expenses, debts, and savings.
I’ll analyze your spending habits, cash flow, and potential areas for improvement.
3️⃣ Customized Financial Plan Creation
A monthly financial roadmap is created, including:
Budgeting recommendations
Savings & investment strategies
Debt repayment guidance
A simple, easy-to-follow spending plan is outlined.
4️⃣ Visual Reports & Insights
I’ll present your income vs. expenses in a clear, visual dashboard (charts, graphs, or reports).
You’ll get a personalized financial snapshot to help track progress.
5️⃣ Delivery & Review
You receive a detailed financial report + a personalized action plan.
We review it together to ensure clarity and practicality.
6️⃣ Financial Accountability Check-ins (Ongoing Support – Optional)
Bi-weekly or monthly check-ins to track your progress.
Adjustments to your plan based on any changes in your income or expenses.
Ongoing guidance to help you stay disciplined and meet your financial goals.

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

Skills and tools

Financial Advisor

Financial Consultant

Business Consultant

Canvas

Microsoft Excel

PowerPoint

Quickbooks

Zapier

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