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Fiverr Pro
English
$
USD
I will help you build a realistic budget and debt payoff strategy
Small Business Organization and Automation Assistant
I help small businesses organize their client information into an easy-to-use format and can also help automate repetitive tasks, like responding to new leads.
About this Gig
Feeling overwhelmed by bills, debt, or budgeting? I can help you organize your finances and build a realistic plan that can work for you and whatever situation you are in.
I provide practical personal finance support including:
- Budget creation
- Income and expense analysis
- Debt payoff planning
- Spending reviews
- Savings goal planning
- Financial organization
My goal is to help you gain control of your finances, reduce financial stress, and create a system you can realistically maintain long term.
I am not a licensed financial advisor and do not provide investment, tax, or legal advice. My services are focused on budgeting, organization, and practical financial planning based on personal finance experience.
Whether you are trying to stop living paycheck to paycheck, pay down debt, or simply gain more control over your finances, I genuinely want to help.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
•
Mobile App Tracking
Language:
English
•
Spanish
Target country:
United States
FAQ
What information do you need from me?
Q: What information do you need from me? To create your budget and financial plan, I may ask for information such as your monthly income, recurring expenses, debt balances, savings goals, and general financial priorities. I will never ask for sensitive information such as Social Security numbers, b
Do you provide investment or financial advisor services?
No. I am not a licensed financial advisor and do not provide investment, tax, or legal advice. My services are focused on budgeting, financial organization, debt payoff planning, and practical personal finance support.
What does the ongoing support include?
For the standard package it would be one follow-up review and budget adjustment after delivery through Fiverr messages within 14 days. For the premium package it would be 2 follow-up reviews and budget adjustments after delivery through Fiverr messages within 30 days.
Will my financial information remain private?
Yes. Any information shared during the budgeting process will remain confidential and used only to help create your personalized financial plan.
