Consulting

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.