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30 Minute Budget Review/Consult

35


35 per session - Virtual OK - Posted May 04, 2017

I will look at your budget (if you have one already) and give advice on what you have. If you do not already have a budget, I will help you create one. I am willing to help you create one tailored to you in the format that suits you best (paper version, excel version, etc.).

We will sit down together for a 30 minute consultation where I will give feedback, help you balance your numbers, and help you plan for the upcoming months. I can also offer advice on your personal spending to help you better reach you money goals.

Training & Qualifications


I have personally created and maintain my family's budget and have offer advice to friends and family. By controlling my budget and understanding my finances, my family was able to become completely debt free in 14 months (I can share that story with you too!) so we can focus on retirement planning.

I also have an MBA and work with HR/Finance as a career.

Availability & Preferences


Weekends are best, but I am available after 6 p.m. Central Time.

Trading Preference: I’m flexible, just hit me up!

Reviews of Alissa


Jessica received session of 30 Minute Budget Review/Consult from Alissa
May 07, 2017
Alissa was amazing! She talked us through the process of making a budget, and also suggested things to ask about our new homes we hadn't event thought... of. She is thorough and to the point, was quick to correct us when we had something wrong but also complimented us when we did things right. I look forward to working with her again!show more
May 08, 2017
Alissa was very helpful and was able to point me in the right direction for what I was looking to accomplish!

Recommendations


Join the TribeStart with 50 after offering a service.

Alissa's other services


Resume & Cover Letter Writing
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Resume & Cover Letter Writing

About Alissa Penney

Motivated, personable business professional with drive for professional advancement. Talent for quickly mastering technology and acquiring resources needed for performing new, advanced job functions. ...Diplomatic and tactful with professionals and nonprofessionals at all levels. Accustomed to handling sensitive, confidential employee and personal records. Demonstrated history of producing accurate, timely results meeting strict guidelines. Flexible and versatile – able to maintain a sense of humor and personable under pressure. Poised and competent with demonstrated ability to easily transcend cultural differences. Ability to complete multiple projects on a strict time-line. Thrive in deadline-driven environments. Excellent team-building and motivation skills. Ability to work successfully in both public and private sectors. show more

Open to other proposals
Alissa Penney is looking for:
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