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Barkat Ali
@barkat7
Personal Finance Manager, Budgeting and Financial Planning
Pakistan
Anglais
À propos de moi
I’m a Personal Finance Manager specializing in money management, budgeting, and financial planning.
I help individuals organize their finances, manage expenses and cash flow, build savings, plan debt repayment, and achieve their financial goals.
My services include personal budgeting, financial analysis, savings and debt planning, net worth tracking, and customized Excel and Google Sheets financial planners.
My goal is simple: to make your finances organized, clear, and easier to manage.
Compétences
Barkat Ali
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Gestion du budget personnel
I will be your personal finance manager for budgeting and financial planning
Coaching financier
I will coach you in budgeting money management debt and savings
Portfolio
Expérience professionnelle
Financial Advisor
Al Meezan Investment Management
Jul 2025 - Present • 1 yr 2 mos
Worked as a Personal Financial Advisor, providing clients with personalized financial planning, money management, and debt management solutions. Helped clients assess their financial situations, set financial goals, develop budgets, manage debt, and make informed financial decisions based on their needs and objectives.
Personal Financial Advisor
Upwork • Freelance
Nov 2024 - Aug 2026 • 1 yr 9 mos
Personal Finance Advisor | Upwork Worked with individual clients on Upwork as a Personal Finance Advisor, helping them organize, analyze, and improve their personal finances through practical and customized financial solutions. • Developed personalized financial plans based on clients’ income, expenses, financial goals, and current financial position. • Created monthly budgets and spending plans to help clients manage their money, control unnecessary expenses, and improve cash flow. • Conducted detailed expense analysis by reviewing spending patterns, categorizing expenses, and identifying opportunities to reduce unnecessary costs. • Assisted clients with debt management by organizing outstanding debts, prioritizing repayments, and developing structured debt payoff strategies. • Helped clients establish savings goals, emergency funds, and realistic financial plans based on their income and financial objectives. • Conducted financial research and market research to help clients evaluate potential investment opportunities and understand relevant risks and considerations. • Analyzed clients’ overall financial position, including income, expenses, savings, liabilities, and net worth, to identify areas for improvement. • Created customized Excel and Google Sheets financial trackers, budgets, and financial planning tools to help clients monitor their finances effectively. • Provided practical recommendations focused on better money management, financial organization, spending control, savings, and long-term financial planning.
