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Personal Finance consulting is perfect for anyone looking to manage their debt, achieve their financial goals, and finally stop worrying about money. The plan is simple: Set up a structure based on your goals today, and put yourself in a position to achieve them in the next several years. First you will complete a straight-forward worksheet that lists all of your account balances, debts, ongoing expenses and financial goals. Using this data, I will prepare an executive summary including SWOT Analysis of your financial situation, and data-driven models that describe the success your pro forma is planning. With this easy-to-use and accessible Excel workbook, you will track your monthly financials with ease going forward while also receiving real-time feedback on your year-over-year progress in an Overview Tab.

Testimonials

“Brian’s ideas are pragmatic and useful. Money can be a challenging topic to discuss, and because of that, a lot of people struggle with it. Brian has a knack for taking complex finance tools and ideas and distilling them down into simple and really helpful concepts.” – Craig

“I would highly recommend using Brian’s services. At first I thought I was going to be overwhelmed because a Pro Forma looked like something I would never be able to handle, but Brian took the time to walk me through my personal finance plan line-by-line and answer my many questions. I’m actually really excited to start budgeting now, and I feel like I now have a grip on handling my student loans!” – Holly

Learn More

My meeting format is typically remote in nature using screen sharing and telephone calls to keep your costs low. For example, we’ll start by completing a worksheet that outlines your current financial situation. From there, we will develop your pro forma together and build your proficiency at managing it to ensure you feel confident moving forward. If you are interested in a personal finance consultation, please review the packages available here.

Brian lives in the San Francisco Bay Area, but is a Seattleite at heart, having earned both his bachelor’s and master’s degrees from the University of Washington. Brian has a passion for personal finance and has developed a curriculum that makes long-range financial planning accessible to everyone regardless of their expertise. He has presented on this topic at local and international conferences and workshops across the country, and would love to share his thoughts and ideas with your team. If you are interested, please reach out to begin the conversation.

Topics

• Introduction to Personal Finance
• Budgeting and Pro Forma Development
• Debt Consolidation
• Retirement Planning
• Career Progression
• Managing Pay Increases
• Maximizing Credit Card Rewards
• Planning for the Future

Experience

Brian has been invited to speak on these topics by the following groups or organizations:

Thank you for your interest in Kerrick Consulting. Rates are set annually by January 1st and are valid through the end of that calendar year. Unless otherwise noted, rates are inclusive of all taxes and fees, as well as travel expenses when applicable. There are four packages available as outlined below:

Visit (6 hrs | In-Person)

The Visit package physically brings Brian into your meeting room or event space! For six hours (don’t worry, we’ll break for lunch), your team will complete the full curriculum on financial literacy, debt management, pro forma development, credit card rewards, career progression and retirement planning. The day will leave your team energized and inspired as they leave with new information and tools to chart their success. This rate is inclusive of the presentation, materials and Brian’s travel to your location*.

*If your location cannot be reached via a nonstop flight from SFO, additional charges may apply.

Partner (3 hrs | Remote)

The Partner package begins with a 90-minute remote presentation from Brian to your home via an online-meeting. You (and your family if desired) will learn about the basics of financial literacy and debt management, while also learning to develop your own pro forma and roadmap for your financial future. Following the presentation, three additional occurrences of a 30-minute check-in and coaching session will be scheduled via the online meeting tool where you will have future opportunities to ask questions and seek clarification along your journey to financial independence.

Team (90 min | Remote)

Are you planning your team’s next staff development? The Team package is perfect for bringing your group together for a personal development session on financial literacy and debt management. For this online-meeting presentation, you will have your team conveniently visit your conference room to view Brian’s screen while staff separately engage via a live-chat service with Brian to confidentially ask questions and seek clarification from their own device along the way. This 90-minute presentation will review the basics of personal finance and give individuals the tools they need to develop a pro forma to chart their financial future.

Coach (30 min | Remote)

Whether you met Brian at a previous event, or you found him by referral, it’s time to chat finance! The Coach package starts with you completing a confidential worksheet that gives Brian an idea of your situation through quick and easy to answer questions regarding your household income, expenses and debt. Using this information, he will develop a report outlining the strengths, weaknesses, opportunities and threats of your financial future. You and Brian will review this SWOT Analysis, and answer any questions you may have, during a 30-minute online meeting 1:1 at a mutually arranged time.

A Note About Rates

Rates must consider the use of paid-time-off, travel expenses and preparation when calculated. All rates are non-negotiable beyond the fee structure as set forth in the table above.

Next Steps

Interested in booking a package? Contact Brian to get started!