s
stephen_richar

Stephen D

@stephen_richar

Financial Advisor and Virtual CFO, Budgeting, Savings, Debt Payoff

Royaume-Uni
Anglais, Espagnol, Français
Certaines informations sont présentées en anglais.
À propos de moi
Hi! I’m a Financial Advisor & Virtual CFO helping individuals and small businesses create personalized financial plans. I specialize in budgeting, savings, and debt payoff strategies to help you take control of your money, reduce debt, and achieve financial goals. My approach is professional yet friendly, providing clear, actionable guidance that’s easy to follow. Let’s build a financial plan that works for you.... Plus d’infos

Compétences

s
stephen_richar
Stephen D
hors ligne • 

Voir mes services

Budget et prévisions
I will be your fee only financial planner and create a personalized financial plan
De25 $US / projetPlus de détails
Gestion du budget personnel
I will create a personalized monthly budget and expense tracker
De20 $US / projetPlus de détails

Expérience professionnelle

Job Title: Financial Advisor / Virtual CFO

Self-Employed / Independent Consultant

Mar 2022 - Present • 4 yrs 2 mos

Providing personalized financial planning services to individuals and small businesses. Specializing in budget creation, savings strategies, debt payoff planning, and financial goal setting. Delivering clear, actionable, and stress-free plans tailored to each client’s unique financial situation.