PrimeEdge Solutions

Personal Finance Plan

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.

Category: Financial planning&analytics

Description
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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.

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