I will create a personalized budget for the month or year

I will create a personalized financial budget for you based on the information about your annual/monthly earnings and expenses and your financial goals. I will create a spreadsheet with your inflows and outflows for each period (with charts and graphics if needed and desired). I will point the main issues identified to get your financial goals and we could talk about it (written or speaking).

For an extra price, I will review your investment portfolio (depending on the complexity, I have a specific gig for the investment portfolio review).

Choose the package that fit you the best. If you want a month budget you may choose the basic package, but a standard package for a year or multi-year budget.

If you are a freelance and you want to have a budget with your inflows and outflows, please choose the premium package in order to reflect the complexity of your cash flows.

Ive been working in finance field for more than 9 years (Big 4 & Investment Analyst) and I am preparing for the CFA level 3 exam. I like reading and writing about finance, business and economy.

I am native Spanish but I also talk in English, so there is no problem to do it in both languages.