I will create a personalized budget and financial plan
About this Gig
Take control of your finances with a clear, personalized budgeting plan built specifically for you.
With my personalized finance tracking service, you'll:
- See exactly how much you earn, spend, save, and invest, broken down clearly by category.
- Get monthly, quarterly, and yearly snapshots, so you actually know what's happening with your money.
- Receive a simple, user-friendly Excel or Google Sheets tracker. Which you can use on your own if you'd like!
You'll walk away with:
- A clear picture of your financial situation.
- Specific areas to improve, plus a plan to make progress toward your long-term goals.
- A practical budget you can follow now and adjust later.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
English
Target country:
United States
FAQ
What will I receive from this service?
You’ll receive a personalized budget and finance tracker (Excel or Google Sheets) built around your income, expenses, savings, and goals. You’ll also get a clear breakdown of where your money is going and recommendations for improvement.
Is this a one-time service or ongoing?
Both options are available. You can choose a one-time budget setup, or ongoing monthly support where I help update and track your finances with you. You can also add ongoing support for 12 days after you receive your completed budget.
What kind of information will I need to provide?
Only basic financial details are required (income, expenses, debts, and savings) The more information you provide, the better I can customize your budget and identify areas for improvement. You will never be asked for account numbers or confidential information. All information is kept 100% private.
What if I have no financial experience?
That’s completely okay! Most of my clients are starting from scratch. You do not need any financial background or spreadsheet knowledge. I create simple, easy budgets designed for beginners. I’ll walk you through how everything works so you feel confident managing your money moving forward.

