Your cart is currently empty!
Personal Finance Plan
$55.00
Build a clear and realistic strategy for managing your income, expenses, and savings. We’ll help you keep your budget under control, avoid unnecessary debt, and confidently move toward long-term goals — from buying a home to achieving financial independence.
Description
-
Current state analysis: full review of income, expenses, debts, and personal assets.
-
Budgeting: step-by-step plan for managing finances with separation of fixed and flexible expenses.
-
Savings and reserves: guidance on creating an emergency fund and long-term savings strategy.
-
Goal achievement: planning for specific objectives such as buying a home, funding children’s education, or retirement security.
Format:
-
Initial online session (Zoom/Google Meet) to collect data.
-
Comprehensive personalized PDF report with charts and tables.
-
Access to Excel/Google Sheets templates for ongoing budgeting.
-
Final consultation with recommendations and an action plan.
Related products
-
Risk Management
$99.00 -
Tax Planning
$77.00 -
Investment Portfolio Analysis
$60.00
Reviews
There are no reviews yet.