Financial Consulting
Learn to manage your money
How Does it Work?
If you'd like to book a 1-on-1 consultation with us, simply select from the services we offer and select a time slot. Most sessions are 30 minutes, but they can be made longer at your request. We do ask that before your session, you email us the necessary financial information we'll need beforehand. This way, we will be able to analyze the best steps you could take in terms of what you want to achieve. And remember, every consultation is 100% free of charge!
OUR SERVICES
BASICS OF BUDGETING
In this session, we will help you develop a spending plan with your specific needs in mind. Learn the most effective techniques to manage your money in a way that's perfect for your lifestyle. For this consultation, we would highly suggest you share with us your current spendings, income, and sources of cash flow. Perfect for those just starting to manage their money.
GETTING A DEBIT CARD
In this session, we teach you the ins and outs of getting, using, and having a debit card. Also learn about credit cards and how to maintain your credit score in the future. Begin practicing best credit score practices. For this consultation, we would recommend that you share with us whether you have a debit or credit card or if you plan on getting one.
CAR AND INSURANCE
In this session, we discuss the best practices for buying a car and auto insurance. Whether you're looking to buy, lease, or loan, we'll walk you through the process with reference to your budget and restrictions. We can also help you look for a car in your area that suits your needs. We ask that you share details such as your budgets and buying plans.
INTRO TO INVESTING
In this session, we will introduce you to the stock market and other relevant investments, discussing long-term and short-term growth strategies. Whether you're a complete beginner or an intermediate looking for feedback, this session is perfect for you. We recommend that you share your cash inflow and future plans prior to the session.