You will get a comprehensive budget and credit file review
Project details
Your financial future is in your control. I can assist you reach you financial goals. You will have the ability to choose a custom package to target your financial needs. Each package includes a financial budget, credit file review and a reporting of areas that can be improved.
Project Type
Business Consulting, Financial ConsultingWhat's included
| Service Tiers |
Starter
$50
|
Standard
$75
|
Advanced
$125
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 1 | 1 |
Frequently asked questions
About Jerri
Paralegal/Legal Assistant/Bookkeeper/Personal Finance Coach
Maplewood, United States - 1:19 pm local time
I can also assist with bookkeeping tasks including budgeting, expense tracking, invoice and report creation along with personal financial coaching including credit file review and bill repayment plans.
Steps for completing your project
After purchasing the project, send requirements so Jerri can start the project.
Delivery time starts when Jerri receives requirements from you.
Jerri works on your project following the steps below.
Revisions may occur after the delivery date.
1. Tell me your financial goal
Do you want to save money for a vacation, reduce your debt or understand where you are spending your money?
2. Provide me with your net (take home) income & expenses
Included in this step you should provide your monthly expenses. You can provide a monthly statement and you can remove your account number as well. I will just need to see your transaction activity in order to compile your expenses.