Financial Planning

Service Description

Choose this if you're looking for a financial analysis and customized budget suited to your financial goals. We will start with a conversation with a survey to define what your financial future looks like and I will provide a list of everything needed to complete my analysis. Once I have everything needed, I will get to work creating a detailed budget for you and recommendations in line to meet your financial goals. Any financial information is 100% confidential and will never, EVER be shared with anyone but YOU. This service is currently being offered at a fixed rate of $150 for personal finances - note that depending on the scope of the job, small business finances may be quoted differently. Reporting, data modeling and optimization, dashboards/visualization are a few of my strengths in this space.

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