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Fiverr Pro
English
$
USD
I will be your personal financial and investment coach
Trusted as a Personal Financial Coach for 8 years
My expertise spans from basic Financial Literacy, to complex Investment Strategies, Retirement Planning, and various other Wealth Building avenues including stock/crypto trading, mutual/index funds, e...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Hello! I will assist you in any type of Personal Financial Coaching related to any short term and/or long term goals you may have. I have over 7+ years of relevant, professional business experience in the fields of personal finance, business management, strategic investing, and retirement planning.
Personal Finance services included:
- Financial Literacy 101 Coaching (All Plans)
- Budgeting (All Plans)
- Conscious Spending Plan (All Plans)
- Debt Payoff (Standard & Premium)
- Financial Forecast (Standard & Premium)
- Projected Cash Flows (Standard & Premium)
- Financial Projections (Standard & Premium)
- Investment Strategies (Premium ONLY)
- Education/College Saving Investment Strategies (Premium ONLY)
- Retirement Investment Strategies (Premium ONLY)
- Financial Modeling (Premium ONLY)
Deliverables included:
- My Top 5 Tips for Becoming a Millionaire (All Plans)
- Financial Report & Basic Recommendations (Basic)
- 1-5 Year Financial Projections/Analysis w/ Saving/Investment Plan (Standard & Premium)
- Complete Plan & Budget w/ Detailed Analysis & Unique Recommendations (Premium)
If you have any questions or concerns before ordering, please send me a message. Thanks!
My Portfolio
FAQ
Who can benefit from your coaching program?
ANYONE & EVERYONE looking to improve their financial situation can benefit. Whether you're struggling with debt, living paycheck to paycheck, or simply want to start building wealth, I can help by providing you the guidance and support that you'll need to achieve your goals.
What is your coaching style?
I take a very personalized and holistic approach to coaching. This means I work with each client to understand their unique financial situation and goals; whether you need help with budgeting, saving, investing, or retirement planning, I can provide you the guidance and support you need to succeed.
What if I have other requests non-related to your packages?
No problem at all! Please don't hesitate to contact me by dropping me a message and I will make sure to check your situation and we can discuss further on how to help you out!
Do you provide services in English only?
No, I can provide advice in Spanish as well! :)
Can you make investments for me?
NO! My role as a coach is to educate clients on how to start and manage their own investments. My focus is on education and risk mitigation. I do not manage investments and firmly believe that clients should take charge of their own investments once equipped with the necessary knowledge.
Reviews
10 reviews for this Gig
| (10) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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Most relevant
P posmona23
United States
We had a great Experience, and Eye opener to our retirement and investing. Will definitely recommend to my family so my nieces and nephews can start their financial journey with a coach to lead them better. Looking forward to our next session in about 6 months!
$100-$200
Price
3 days
Duration
Helpful?T 
tylerjhoff
United States
Thank You!🙏👍
Up to $50
Price
4 days
Duration
R 
Seller's Response
Helpful?C cannoli21
United States
Rob was easy to work with, very knowledgeable, and took the time to answer all of my questions. I’d highly recommend him and would absolutely work with him again in the future.
$50-$100
Price
8 days
Duration
Helpful?K kyleblack__
United States
Rob was very easy to talk to and provided an excellent breakdown of our current spending and how we could better track that. I know that each person's needs are different, but my family and I hope to continue to use Rob on a more regular basis to better set us up for success in the future.
$50-$100
Price
8 days
Duration
Helpful?P prince20051950
United States
He was understanding and willing to help
$100-$200
Price
6 days
Duration
R Seller's Response
Helpful?
Reviews
10 reviews for this Gig
| (10) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
P posmona23
United States
We had a great Experience, and Eye opener to our retirement and investing. Will definitely recommend to my family so my nieces and nephews can start their financial journey with a coach to lead them better. Looking forward to our next session in about 6 months!
$100-$200
Price
3 days
Duration
Helpful?T tylerjhoff
United States
Thank You!🙏👍
Up to $50
Price
4 days
Duration
R Seller's Response
Helpful?C cannoli21
United States
Rob was easy to work with, very knowledgeable, and took the time to answer all of my questions. I’d highly recommend him and would absolutely work with him again in the future.
$50-$100
Price
8 days
Duration
Helpful?K kyleblack__
United States
Rob was very easy to talk to and provided an excellent breakdown of our current spending and how we could better track that. I know that each person's needs are different, but my family and I hope to continue to use Rob on a more regular basis to better set us up for success in the future.
$50-$100
Price
8 days
Duration
Helpful?P prince20051950
United States
He was understanding and willing to help
$100-$200
Price
6 days
Duration
R Seller's Response
Helpful?
