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$
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I will help you manage your personal finances and savings goals
Fractional CFO, FPnA Expert, Startup Finance, Cashflow, Fundraising
Chartered Accountant (ACCA/ICAEW) and Fractional CFO with 17+ years experience, including $100M+ in financial due diligence at Deloitte and current CFO work for UK/US startups.
I help founders fix cas...
About this Gig
Are you struggling with budgeting, overspending, cash flow management, or achieving your financial goals?
I am a Chartered Accountant with 17+ years of experience including Big Four advisory exposure, helping individuals create structured personal financial plans, manage expenses, improve savings, and build long-term financial stability.
I will provide customized personal financial planning solutions tailored to your income, expenses, lifestyle, and financial goals.
Services include:
Personal Budget Planning
Cash Flow Management
Expense Analysis
Savings & Emergency Fund Planning
Debt Management Planning
Financial Goal Tracking
Monthly Budget Dashboard
Financial Health Review
You will receive:
Budget Worksheet
Cash Flow Statement
Savings Plan
Expense Breakdown
Financial Action Plan
Budget Tracking Dashboard
Why choose me?
17+ Years Experience
Chartered Accountant
Big Four Background
Practical & Confidential Service
Message me now to start building a smarter financial future.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
•
Mobile App Tracking
Language:
English
Target country:
Other
My Portfolio
FAQ
What does your personal financial planning service include?
I provide a comprehensive financial plan including income-expense analysis, net worth statement, debt strategy, savings roadmap, emergency fund planning, and long-term financial goal projections (retirement, education, asset purchase).
How do you create a personalized budget?
I design a structured, data-driven budget based on your income stability, fixed vs. variable expenses, savings targets, and financial goals. I use zero-based or percentage-based budgeting methods depending on your financial situation.
Can you help improve my cash flow management?
Yes. I analyze spending patterns, debt obligations, loan interest impact, and savings rate to optimize monthly cash flow. I also create surplus allocation strategies to increase savings and reduce financial stress.
Do you provide debt repayment and financial restructuring plans?
Absolutely. I develop strategic debt repayment plans (snowball or avalanche method), interest minimization strategies, and restructuring recommendations to improve your financial stability and credit position.
How do you ensure the plan is realistic and sustainable?
I build practical, achievable projections based on your current financial capacity, risk tolerance, and lifestyle priorities. The plan includes scenario analysis and periodic review structure to adapt as your income or goals change.
