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Skills

  • Client Development
  • Client Management
  • Concept Development
  • Consultant
  • Financial Services
  • Lead Generation
  • Life Coach
  • Outbound Sales
  • Outside Sales
  • Personal Finance
  • Sales
  • Sales Brochure
  • Sales Copy
  • Sales Funnel
  • Sales Growth

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Services

  • Personal Finance Consulting & Coaching

    $50/hr Starting at $50 Ongoing

    Dedicated Resource

    As a personal finance consultant and coach, I am highly skilled in analyzing financial situations, developing financial strategies, and providing expert advice on personal financial matters. I have a...

    Client DevelopmentClient ManagementConcept DevelopmentConsultantFinancial Services

About

Empowering you to make informed financial decisions and achieve financial success

As a successful personal finance consultant with over 6 years of experience in the industry, I have helped countless individuals to take control of their finances and achieve their financial goals. My expertise in financial planning, credit coaching, budgeting, and investment management has helped my clients to reduce debt, increase credit scores, and achieve financial stability.

In addition to my professional expertise, I am also passionate about helping my client gain a deeper understanding of their finances and make informed financial decisions. I believe that financial literacy is an important skill that everyone should have, and I am dedicated to providing education and resources to help my clients improve their financial literacy.

Work Terms

Hours of Operation: I have my phone at all times and I am able to create a flexible time that favors any client.

Fees: I will charge an hourly rate or a flat fee for my services, depending on the scope and complexity of the project.

Payment terms: I require payment/deposit in advance to begin the project. (This may differ depending on the service rendered)

Preferred Method of Communication: Email, Text, WhatsApp, Zoom, Slack, FaceTime



Confidentiality: I maintain the confidentiality of client information and will not disclose any personal or financial information to third parties without the client's consent.

Termination: Either party may terminate the agreement at any time with written notice. In the event of termination, I will provide a final report and any remaining deliverables to the client.