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I will create your financial action plan backed by psychology
États-Unis
Je parle Anglais
Highly Motivated
Have you tried saving and investing in the past with no results? The science that shows people enrolled in financial courses alone showcases a 0.1% change in their financial habits 👎. Saving and inve...
À propos de ce service
Finance-Centric Behavioral Counseling that Boosts Your Financial Outcomes by 99.9%!
Do you want to improve your personal finances with a method based on scientific evidence? I offer you financial advice focused on behavior that will help you achieve your financial goals effectively.
Many people fail in their savings and investment plans because they do not take into consideration the psychological factors that influence their financial decisions. Financial education alone is not enough to change financial habits. That's why my service focuses on identifying and modifying the cognitive biases and impulsive behaviors preventing you from having healthy finances.
As part of this service, I will offer you a personalized analysis of your current financial situation, goal setting (short, medium, and long-term goals), financial action plan (adapted to your needs), continuous monitoring of your progress and necessary adjustments to ensure your success. Most importantly this service addresses and supports the psychological obstacles that impede your ability to commit to a financial plan.
FAQ
Can you give investing advice?
As an accredited financial counselor, I'm not licensed to give investment advice. However, I can ethically refer you to external professionals and entities that can help.
Do we need to meet in person?
No! If interested in a counseling session, I provide virtual services through Zoom or Google Meet platforms. In addition, I offer packages that include goal-setting and strategy options without requiring a meeting.
How should the process of setting goals work?
For optimal results, the goal-setting process is collaborative. You'll need to explain your financial wishes and motivations for having them. Then, I'll ask questions and make appropriate suggestions in aligning with you on the end product.
What if I have a wide array of needs?
If you have a more complex situation, you may decide a traditional local financial advisor is right for you.
What are your qualifications?
I've garnered an accredited financial counselor certification through the Association for Financial Counseling & Planning Education. This program entailed practical training in all aspects of personal finance. In 2023, I graduated with a master's degree in Behavioral Economics.
