I will create a focused, monthly budgeting tool with targeted goals personal to you

Focused, monthly budgeting with targeted goals personal to you.

Always in your overdraft, feel like you dont have enough money ? I can help you budget, save and manage debt by visualising your money with a personal presentation of your finances.

My name is Benjamin, and I have 20 years experience of Business and financial planning, including implementing process improvement. I can create custom Excel sheets to help you manage your personal financial goals, and give examples on how to automate, organise and budget effectively, giving you focus your finances so you can save for a big ticket item.

The data you put in will help shape the accuracy, as will your application and sticking to the plan once it is created.

• Financial goals
• Monthly budgeting
• Emergency fund building

Please, ahead of purchasing a package, message me first so we can work out the best package for you, based on the amount of transactions & accounts you have and how you want to use the data going forward.

Why choose me:

• provide clarity for upcoming year
• you keep the data, so you can amend it every year after
• present time and money savings
• Use the file as a monthly checklist