Hire the Best Personal Budgeting Freelancers
in the United States

As an experienced Personal Finance Consultant and Business Reporting Specialist, I am passionate about empowering individuals and businesses to make informed financial decisions that maximize their financial potential. With a diverse background in procurement, project cost accounting, system implementation, and budgeting, I possess a unique set of skills that sets me apart in the world of personal finance management and business reporting. Having held pivotal roles as a Procurement Manager, Project Cost Accountant, and Personal Finance Manager, I have honed my expertise in financial analysis, cost reduction, and strategic planning. My hands-on experience in various system implementations and budgeting projects has also given me a strong foundation in leveraging technology to optimize financial management processes. My services are tailored to provide personalized financial solutions to help individuals and families achieve their financial goals, build wealth, and secure a stable financial future. I specialize in budgeting, debt management, saving strategies, retirement planning, and financial education to ensure my clients understand their finances comprehensively. I offer expert guidance in financial reporting and budgeting for businesses to improve transparency, efficiency, and decision-making processes. My meticulous attention to detail and strong analytical skills allow me to deliver accurate and actionable financial insights that drive growth and profitability. When you work with me, you can expect clear communication, dedication to your financial success, and a customized approach considering your unique needs and aspirations. Let me help you unlock your financial potential and transform your personal and business finances for lasting success.

Financial Wellness Coach for Entrepreneurs | Budgeting, Behavior & Wealth Building If you're an entrepreneur, freelancer, or self-employed professional who's great at making money but struggling to manage it — you're in the right place. I help high-potential people with irregular income break the cycle of financial stress, build practical money systems, and create the clarity and consistency that turns income into actual wealth. Most of my clients aren't bad with money. They're overwhelmed, inconsistent, and operating without the right structure. That's a systems problem — not a character flaw. And systems can be fixed. My approach goes beyond budgeting. I combine financial coaching with behavioral awareness and accountability to help you: ✔ Create a cash flow system built for irregular income ✔ Separate business and personal finances cleanly ✔ Identify spending patterns and emotional triggers around money ✔ Build a realistic survival number and savings baseline ✔ Develop weekly money habits that actually stick ✔ Create a clear path from financial stress to financial stability Since 2009, I've helped clients create practical, realistic financial plans aligned with their real life — not some textbook version of it. My approach is simple, structured, and designed for progress over perfection. I also draw on a background in life coaching, wellness, and behavioral change — because money decisions are never just about math. They're about identity, habits, and nervous system regulation under uncertainty. If you're ready to stop avoiding your numbers and start building real financial clarity, let's work together.

Do you ever wonder where your money goes each month? I can help you. I love numbers, budgeting, and balancing books! I've been budgeting since 2009 and now enjoy using what I've learned to help people improve their finances as a YNAB Certified Budgeting Coach. In 2025, I added the Lunch Money Coaching Certification to my portfolio. I can help you learn to navigate YNAB or Lunch Money on your own, or I can set it up and maintain it for you. I also offer half-hour accountability sessions. These are great for people who want to stay consistent with their budget but want someone to be an accountability partner. Maybe you're not ready to go all-in with a budget app just yet... I get it. Maybe you want more of an audit of the last three months of your spending. Without judgment on your transactions, I can tell you how much was spent in basic categories to better understand how to come up with some budget numbers going forward. Let's schedule a free 15-minute Zoom chat to discuss how I can help with your budget. A bit about me: I worked in Accounting starting in 1999 and went on to earn my degree in Accounting, but I found that setting up budgets and personal finance are my favorite parts of working in the Financial space. I enjoy working with individuals and families to make sense of their numbers and provide clarity.

I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance to help you achieve financial success. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!