Fortunately, my knowledge of personal finance goes beyond blogging. I have helped friends, family, and clients make decisions regarding investment strategies, debt payments, and keeping finances in order. I am happy to do the same for you. Contact me by e-mail using the contact form below with a brief explanation of your situation and I will respond by e-mail to setup a time to talk on the phone or instant message.
Free Personal Consulting
For simple situations where you have questions about a specific situation, I will help you out for free. To take advantage, you must give me permission to discuss your situation on the site (anonymous).
Personal Financial Services – I am nearing completion of an MBA with a finance emphasis, I have an undergraduate finance degree, and I have worked in a bank and finance for about three years. I have the knowledge and skills to help you sort through virtually any financial situation.
1. Credit counseling- Will take the time to go through your credit accounts and build a plan and custom tracking spreadsheet to track your debt payments down to zero. I do not offer any miracles, but I will help you figure out how to get back on your feet or find the right path to pay down your debt including credit cards, student loans, auto loans, mortgages, and lines of credit.
2. Automation- If you regularly bounce checks or miss payments, you are waisting hundreds, if not thousands, of dollars. I can help you consolidate your accounts and automate income and payments so you don’t have to think about it.
3. Investment strategy – While I will not pick your stocks and guarantee instant 600% returns, I will help you build up a balanced portfolio and investment plan. This can include automated investments, retirement accounts, college savings accounts, and personal brokerage accounts.
4. Custom financial overhaul – I can combine any of the options listed above with any specific need you have. Together we can build a system for you to be happy and confident with your finances.
Personal Service Rates
- For any of the services above, I charge $40 per hour to help you through your issues. I offer a one hour consultation by phone or instant message for free.
- If you would allow me to use your story (completely anonymous) on this site, I offer a $5 per hour discount.
- Any situation that requires 60 minutes or less, including the consultation, is free if I can write about it as an educational post on the site.
Business Financial Services- My work in financial consulting, accounting, and corporate financial analysis gives me the experience to help a start-up, small business, or entrepreneur navigate the processes involved in tracking your financial needs. I can also refer larger companies to an experienced consultant for venture capital and large corporate growth initiatives.
Business Service Rates: For small businesses, I charge $75 per hour for business consulting.
