Awards & Recognitions
-
Thank you for meeting with me yesterday. We had a great session just reorienting ourselves to our goals and what we said we would do. Nonetheless, knowing that the major focus is the apartment please find below the savings plan
5-Month Savings Plan:
Target: $2,500 - $3,500
Savings Goal: Save $400-$600/month.
How to achieve it:
Side hustle: Work on finding ways to generate extra income, either through part-time work or selling unwanted items.
Roommate considerations: With a roommate, aim to save around $1,500-$2,000 for your share of the apartment-related costs.
So starting next month send the funds you’d like for me to save aside for you to the cashapp $RRorg. For invoices we will continue to use Stripe. -
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
-
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
-
Item description
-
Item description
-
Item description
Hey Nadia!
Welcome aboard your personalized financial wellness program! We're excited to embark on this journey with you to help you achieve your financial goals and build a solid foundation for your future.
Here's a brief overview of what you can expect in the coming months:
Month 1: Assess and Set Goals 05/06/24
We'll start by assessing your current financial situation and setting goals tailored to your needs.
Our top 3 goals spoken about today are as follows.
1. Get a Car in Cash within Six Months
2. Have a Savings Account Balance of $16,000 within Two Years
3. Get Own Apartment within One Year
Month 2: Budgeting and Expense Management 06/06/24
We'll work on creating a budget that aligns with your income and expenses, identifying areas for savings, and optimizing your spending habits.
In preparation for this meeting, I have attached an excel sheet for you to input all your income and expenses during the month to really pinpoint and get a handle on where the extra $600-$1200 after expenses is going each month.
Month 3: Emergency Fund and Debt Management 07/06/24
Building your emergency fund and developing a strategy to manage and reduce debt will be our focus this month, ensuring you have a safety net and a plan to tackle any outstanding debts.
Month 4: Savings and Investments 08/06/24
We'll review your savings and investment accounts, explore opportunities for growth, and set up automatic contributions to ensure consistent progress.
Month 5: Insurance Review, Tax Planning, and Credit Building 09/06/24
This month, we'll review your insurance coverage, optimize your tax situation, and start building your credit through responsible financial management.
Month 6: Financial Education and Review 10/06/24
We'll continue your financial education journey, providing resources and support to enhance your knowledge and skills. We'll also conduct a mid-year review to track your progress and make any necessary adjustments to your plan.
Dream it
2022
Build it
2021
Grow it
Sell it
2019
2020