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

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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.