You will get Personal Finance Audit & Review
Top Rated
Top Rated
Project details
You will receive an in-depth review of your financial situation with insights into your spending habits and trends. This analysis will enable you and me to build a budget strictly focused on achieving your financial goals.
I can identify cost-saving opportunities by looking at historical data, whether you spend too much on specific areas like eating out or entertainment. I will ensure that you know all subscriptions you have in place and identify any action points you may need to fulfill to tidy your finances. You may have a mix of business and personal expenditures within your accounts. We will look at tidying that up, also.
My tailored advice will ensure you are in the know about precisely what may be hurting you financially. And the cost-saving opportunities I identify will enable you to have more money for yourself at the end of each month.
I can identify cost-saving opportunities by looking at historical data, whether you spend too much on specific areas like eating out or entertainment. I will ensure that you know all subscriptions you have in place and identify any action points you may need to fulfill to tidy your finances. You may have a mix of business and personal expenditures within your accounts. We will look at tidying that up, also.
My tailored advice will ensure you are in the know about precisely what may be hurting you financially. And the cost-saving opportunities I identify will enable you to have more money for yourself at the end of each month.
Industry
Financial ServicesTarget Country
WorldwideWhat's included $350
These options are included with the project scope.
$350
- Delivery Time 14 days
82 reviews
(80)
(2)
(0)
(0)
(0)
MM
Mark M.
Feb 12, 2026
Anthony was exceptional to work with! We will work with him again!
He brought clarity, structure, and calm to what can often be an overwhelming topic. From our very first meeting, he was organized, thoughtful, and incredibly clear in how he explained everything. He didn’t just walk us through numbers, he helped us truly understand our financial picture.
Most importantly, he helped my wife and I get fully aligned. We’re now on the same page about our finances, our priorities, and our future. That alone was worth the investment. Instead of vague goals or scattered ideas, we now have a clear, actionable plan with confidence behind it.
Anthony has a way of making complex financial decisions feel manageable and even empowering. If you’re looking for someone who combines expertise with patience, clarity, and real impact, I can’t recommend him highly enough.
We’re grateful for his work and the peace of mind it’s given us.
He brought clarity, structure, and calm to what can often be an overwhelming topic. From our very first meeting, he was organized, thoughtful, and incredibly clear in how he explained everything. He didn’t just walk us through numbers, he helped us truly understand our financial picture.
Most importantly, he helped my wife and I get fully aligned. We’re now on the same page about our finances, our priorities, and our future. That alone was worth the investment. Instead of vague goals or scattered ideas, we now have a clear, actionable plan with confidence behind it.
Anthony has a way of making complex financial decisions feel manageable and even empowering. If you’re looking for someone who combines expertise with patience, clarity, and real impact, I can’t recommend him highly enough.
We’re grateful for his work and the peace of mind it’s given us.
VS
Victor S.
May 21, 2025
AH
Austin H.
Feb 25, 2025
Anthony has been better than I expected. He's extremely knowledgable and actually takes the time to help you understand your finances. He's not pushy and really easy to work with. I highly recommend him to anyone looking to get a hold on their finances. Thanks Anthony!
KC
K C.
Jan 24, 2025
Working with Ant was an incredibly eye opening experience. He has been a true partner and I look forward to working together on an ongoing basis. Five stars 🌟🌟 🌟 🌟 🌟 Across the Board
BJ
Blake J.
Jan 6, 2025
Excellent work. Highly recommend working with Anthony if you want help budgeting.
MR
Misael R.
Jun 23, 2026
Personal Finance Consultant
Great working with Ant!
WF
Wes F.
Jun 12, 2026
Personal Budget Manager - Must have finance experience
Great freelancer. Hard-working, great communication and skill, and very knowledgeable in personal finance.
LT
Lachlan T.
Jun 4, 2026
Finance Review
I would highly recommend; a very detailed spreadsheet and breakdown that will tell you more about your spending habits, definitely save you the full amount paid (by knowing what to cancel, be cautious of, etc), and just worth it.
MM
Mark M.
Feb 12, 2026
You will get Personal Finance Audit & Review
Anthony was exceptional to work with! We will work with him again!
He brought clarity, structure, and calm to what can often be an overwhelming topic. From our very first meeting, he was organized, thoughtful, and incredibly clear in how he explained everything. He didn’t just walk us through numbers, he helped us truly understand our financial picture.
Most importantly, he helped my wife and I get fully aligned. We’re now on the same page about our finances, our priorities, and our future. That alone was worth the investment. Instead of vague goals or scattered ideas, we now have a clear, actionable plan with confidence behind it.
Anthony has a way of making complex financial decisions feel manageable and even empowering. If you’re looking for someone who combines expertise with patience, clarity, and real impact, I can’t recommend him highly enough.
We’re grateful for his work and the peace of mind it’s given us.
He brought clarity, structure, and calm to what can often be an overwhelming topic. From our very first meeting, he was organized, thoughtful, and incredibly clear in how he explained everything. He didn’t just walk us through numbers, he helped us truly understand our financial picture.
Most importantly, he helped my wife and I get fully aligned. We’re now on the same page about our finances, our priorities, and our future. That alone was worth the investment. Instead of vague goals or scattered ideas, we now have a clear, actionable plan with confidence behind it.
Anthony has a way of making complex financial decisions feel manageable and even empowering. If you’re looking for someone who combines expertise with patience, clarity, and real impact, I can’t recommend him highly enough.
We’re grateful for his work and the peace of mind it’s given us.
JA
Jacob A.
Feb 9, 2026
Personal asset - Net worth & expense tracking
About Anthony
Personal Finance and Business Consultant
100%
Job Success
Louisville, United States - 1:54 am local time
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.
Steps for completing your project
After purchasing the project, send requirements so Anthony can start the project.
Delivery time starts when Anthony receives requirements from you.
Anthony works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Consultation.
Initial consultation to decipher your goals and ambitions and gather information about you and your situation. This will help me in my analysis to paint a picture through your data.
Data formatting.
Formatting all data into a uniform format in excel or google sheets.