Investment & Debt Coaching Plan
Budget: $30 – $250 USD
I’m looking for a practical financial coach who can give me clear Investment advice and Debt management guidance that leads to long-term financial stability.
Here’s what I’d like delivered:
• A concise review of my current income, expenses, debt balances, and any existing investments (I’ll supply the raw numbers).
• A basic, easy-to-follow action plan that orders my debts for payoff, suggests suitable investment vehicles, and sets monthly savings targets. A simple Google Sheets or Excel template is fine.
• One live call (voice or video) to walk me through the plan, plus up to two brief follow-up email check-ins for clarification.
The timeline is flexible, so we can schedule the call and follow-ups at a pace that works for both of us.
Experience working with budgeting tools, personal finance apps, or spreadsheet modelling is highly valued. Please share a short note about similar clients you’ve helped and the methods or frameworks you usually use. I’m keen to start as soon as we agree on the approach.
Here’s what I’d like delivered:
• A concise review of my current income, expenses, debt balances, and any existing investments (I’ll supply the raw numbers).
• A basic, easy-to-follow action plan that orders my debts for payoff, suggests suitable investment vehicles, and sets monthly savings targets. A simple Google Sheets or Excel template is fine.
• One live call (voice or video) to walk me through the plan, plus up to two brief follow-up email check-ins for clarification.
The timeline is flexible, so we can schedule the call and follow-ups at a pace that works for both of us.
Experience working with budgeting tools, personal finance apps, or spreadsheet modelling is highly valued. Please share a short note about similar clients you’ve helped and the methods or frameworks you usually use. I’m keen to start as soon as we agree on the approach.