Financial Planning
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About this service
Summary
I provides financial planning services to clients to help them understand their spending and reach their goals. With expertise in financial analysis and expense management, I can assist with creating budgets, analyzing financial data, and developing strategies for long-term financial growth.
What's included
Budget
A budget custom built for you based on your current or projected income and expenses. Created via Google Sheets, Microsoft Excel, or any software that is easy for you to track and manage your spending
Charts
See your financial data summarized in a visual to help you understand your financial profile and what you want or need to do to reach your goals
Skills and tools
Data Entry Specialist
Financial Analyst
Account Manager
Canva
Google Drive
Microsoft Office 365