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theodos1120

Emily P.

@theodos1120

Personal Finance Coach for Debt Payoff and Budget Planning

États-Unis
Anglais
Certaines informations sont présentées en anglais.
À propos de moi
With nearly 20 years of banking and finance experience—including personal banker, loan officer, underwriter, branch manager, and operations manager roles—I’ve helped thousands of people understand their finances and regain control. I also rebuilt after divorce and significant debt, so my financial coaching is practical, compassionate, and judgment-free. I create personalized debt payoff plans, personal budgets, money-management strategies, and financial freedom roadmaps designed for real life. My goal is to give you clear next steps and the confidence to move forward.... Plus d’infos

Compétences

t
theodos1120
Emily P.
hors ligne • 
Temps de réponse moyen de 1 heure

Voir mes services

Coaching financier
I will create your personalized debt payoff and budget plan
De25 $US / projetPlus de détails

Portfolio

Expérience professionnelle

Finance Manager/Management

Banks • Temps plein

Jan 2009 - Jul 2026 • 17 yrs 6 mos

As a Finance Manager across many institutions and personal experience, I helped people understand their financial options and make informed decisions based on their individual goals. I opened and maintained consumer accounts, reviewed credit and lending needs, explained financial products, and assisted members with budgeting, debt management, and improving their overall financial well-being. Key achievements included: Building trusted, long-term relationships with members Helping members identify practical ways to reduce debt and strengthen their finances Guiding members through checking, savings, credit, and consumer-lending options Explaining complex financial information in clear, approachable language Identifying solutions tailored to each member’s circumstances and goals Delivering judgment-free support during sensitive financial situations Resolving account concerns while maintaining accuracy, confidentiality, and compliance Connecting members with appropriate products and internal specialists