Professional Guidance for Financial Success
Starting at
$
1,000
About this service
Summary
I provide personalized financial guidance, crafting plans that fit your unique goals and circumstances. Drawing from my background in finance and ongoing MBA studies, I blend expertise with empathy, ensuring you receive guidance that's both knowledgeable and relatable. My aim is to clarify finance, empowering you to navigate your financial journey with confidence and clarity.
What's included
Personalized Financial Plan
A comprehensive roadmap tailored to the client's financial goals, including budgeting, saving, investing, and debt management strategies.
Investment Portfolio Analysis
Evaluation of existing investments and recommendations for optimizing the portfolio to align with the client's risk tolerance and objectives.
Retirement Planning Strategy
Detailed plan outlining steps to achieve retirement goals, including contributions to retirement accounts, asset allocation, and withdrawal strategies.
Duration
5 weeks
Skills and tools
Financial Advisor
Financial Consultant
Business Consultant
Canvas
Excel
PowerPoint
Industries
Accounting
Work with me