s
stephen_richar

Stephen D

@stephen_richar

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

Regno Unito
Inglese, Spagnolo, Francese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
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.... Continua a leggere

Competenze

s
stephen_richar
Stephen D
offline • 

Consulta i miei servizi

Budget e previsioni
I will be your fee only financial planner and create a personalized financial plan
A partire da25 USD / progettoMaggiori dettagli
Gestione budget personale
I will create a personalized monthly budget and expense tracker
A partire da20 USD / progettoMaggiori dettagli

Esperienza lavorativa

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.