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You will get Financial Wellness Audit & Customized Planning

Avery Q.Status: Offline
Avery Q.
Preview image

Let a pro handle the details

Buy Personal Finance & Wealth Management services from Avery, priced and ready to go.
Avery Q.Status: Offline
Avery Q.
Preview image

Let a pro handle the details

Buy Personal Finance & Wealth Management services from Avery, priced and ready to go.

Project details

This Financial Wellness Audit is meticulously crafted to provide you with a personalized, tailored, and comprehensive solution. Our primary focus is to empower you with knowledge, instilling confidence in your understanding of finance fundamentals and enhancing your ability to conquer your financial goals.
Industry
Data Analytics, Education, Financial Services, Wellness
Target Country
United States

What's included $120

These options are included with the project scope.

$120
  • Delivery Time 10 days
    • Personalized Budget Design
Optional add-ons You can add these on the next page.
Fast 7 Days Delivery
+$40
Avery Q.Status: Offline

About Avery

Avery Q.Status: Offline
Data Analyst/ Scientist & Personal Financial Coach
Seattle, United States - 1:03 am local time
Result-driven data professional with 3 years of experience as a research analyst and a solid foundation in data science and machine learning. Expertise in Agile project management, storytelling, social listening, narrative writing, leveraging BI tools to create insightful visualizations, collaborating with cross-functional teams, and executing ad hoc requests tailored to stakeholders' requirements. Proficient in Python, Tableau, SQL.

Holder of a Bachelor's degree in Finance and Insurance, complemented by a Master's degree in Finance. Five years of professional expertise as a financial counselor, with a noteworthy commitment to volunteering as a financial coach for underprivileged individuals. Passionate about educating others on personal finance, investing, and estate planning.

Steps for completing your project

After purchasing the project, send requirements so Avery can start the project.

Delivery time starts when Avery receives requirements from you.

Avery works on your project following the steps below.

Revisions may occur after the delivery date.

Financial Audit

I will conduct a thorough examination of your financial landscape, analyzing your income, expenses, and overall financial health.

Debt Analysis

Understanding and managing debt is crucial. I'll assess your current debt situation and provide strategies to effectively manage and reduce it.

Review the work, release payment, and leave feedback to Avery.