Phoenix - Your AI AssistantProvide 1 hour consultancy on Personal Finance
Delivery in
1 day
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What you get with this Offer
I offer a focused one-hour personal finance consultation designed to give you clarity, practical strategies, and actionable steps for managing your money more effectively. Whether you’re looking to improve budgeting, reduce debt, plan investments, or optimise savings, this session will be tailored to your specific situation and goals.
During our consultation, I’ll review your current financial position, highlight areas where you may be losing money or missing opportunities, and provide clear recommendations you can implement right away. My clients often see improvements such as cutting monthly expenses by 10–15%, building a structured savings plan, or identifying investment options that align with their risk tolerance and long-term objectives.
You’ll walk away with:
> A personalised roadmap for your finances.
> Practical steps to strengthen cash flow and savings.
> Guidance on debt management and investment planning.
> Clear, jargon-free advice you can apply immediately.
This isn’t just about numbers; it’s about helping you feel confident and in control of your financial future.
During our consultation, I’ll review your current financial position, highlight areas where you may be losing money or missing opportunities, and provide clear recommendations you can implement right away. My clients often see improvements such as cutting monthly expenses by 10–15%, building a structured savings plan, or identifying investment options that align with their risk tolerance and long-term objectives.
You’ll walk away with:
> A personalised roadmap for your finances.
> Practical steps to strengthen cash flow and savings.
> Guidance on debt management and investment planning.
> Clear, jargon-free advice you can apply immediately.
This isn’t just about numbers; it’s about helping you feel confident and in control of your financial future.
What the Freelancer needs to start the work
To make the most of our one-hour session, I’ll need a few details from you in advance:
> A brief overview of your current financial situation (income sources, major expenses, savings, or debts).
> Your main goals for the consultation (e.g., budgeting, debt reduction, investment planning, retirement savings).
> Any specific challenges or questions you’d like addressed during the session?
> Access to any relevant documents or statements (optional, only if you’d like me to review them).
This information will help me tailor the session to your needs and ensure you walk away with clear, actionable steps to improve your financial position.