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Setting up a Savings Plan for you

150


150 per package - Virtual OK - Posted May 28, 2017

Are you at the end of the day, looking at your balance, and wondering "where did the money go?"
Are you living from paycheck to paycheck, and not being able to save much?
Do you have savings, but wonder what to do with it so they can grow, rather than just sit there?
Have you always wanted to have a savings plan: to know how to save, where to save, where to invest, how to generate more returns?
In this service, I will work with you to chart a personalised plan out (Excel based), which balances 'what you like to do most in life' with having a solid growing savings over long run: Some of the details you'll have to reveal will be personal (income range, major expense areas, lifestyle, choices, etc) - so if you aren't comfortable sharing much, it sadly won't work - but if you're ready to open up and explore how to jumpstart your savings and make it work for you, I'm your guy.
It won't be purely financial, but will balance your lifestyle and work towards making investing a habit.

Training & Qualifications


I have 10+ years of equities experience. I'm aware of most market instruments out there where you can park your savings. I have created and implemented, for myself and my friends, very successful saving plans - by which they have mounted savings, and grown them at a double digit rate.

Availability & Preferences


Weekends, and week day nights.

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

Reviews of Sunny


Sep 02, 2019
Thanks so much!! Sunny provided realistic and grounded advice! He is an excellent listener! I wish I could call him every time I ever had a problem ab...out anything! show more
Chelsey provided Help with Dating advice (F POV) for Sunny
Jul 02, 2019
Great working with Sunny!
Siannia received session of Ask an Indian from Sunny
Aug 25, 2018
Sunny was wonderful to work with and answered all my questions thoroughly and quickly. He even included examples and where I could getote information....show more
Maria provided unit of FREE MONEY - find unclaimed money for Sunny
Aug 18, 2018
I hope you found some money.
Maria provided unit of FREE Make 2019 your BEST YEAR ever! for Sunny
Aug 13, 2018
Good luck with your goal setting!
Maria received session of Instagram Demonstration from Sunny
Aug 12, 2018
Great job! Lots of useful information.
Eryn received session of Outdoor Photo shoot from Sunny
Aug 03, 2018
Sunny is always amazing to work with! Highly recommend :)
Eryn received session of Outdoor Photo shoot from Sunny
Jun 09, 2018
Sunny is such a talented photographer and is so sweet! He made me feel totally comfortable & relaxed and it was so much fun to collaborate on a tarot ...photo shoot with him. And he got the pictures back to me so quickly!! Thank you Sunny!!show more
Feb 25, 2018
Sunny was very insightful, patient and professional. Very satisfied with his consulting session. Will definitely consult with him again.
Inactive User
Inactive User received package of Helping you select/rank photos from Sunny
Oct 30, 2017
Very good at helping me choose the best picture of my dog! :-)


Recommendations


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About Sunny Goklani

Hello! I'm Sunny! (Yes, like "It's sunny outside"). I have a graduate degree in civil engineering, and business; a burning desire for new ideas, and an incessant interest in stocks, social media, an...d people. I also love photography, and writing (creative, blogs, formal, etc). I like to think that I'm pretty easy going, creative, and fun. I have a genuine desire to understand where "everyone's coming from" and to learn about different beliefs, experiences, and skill sets. Thus, whatever service I offer, I'll not just be doling out what I promised, but will take care that you and I both, feel great about it - because the experience is what matters. We both should walk away with a new idea, a new perspective, a new friend. In whatever I have requested as well, I would love to get in touch with people who really love what they're offering, and make interacting an absolute pleasure (I've exchanged services with some talented people in this short period, who are extremely passionate and radiate warmth, confidence, and positivity about the feeling of sharing/exchanging services - such a great feeling!) How can I help? You can go through the services I have on my profile - I have listed only things that I love to share anyway, so if there's a deal too costly for you, I'm flexible - just write me a message, and we can work an exchange out. :) P.S.: If you're a NewBI, I have a request open, called 'Get your first deal', where I'm giving 1 Simbi away, so that you can make your first deal and can interact with all experienced members. Go for it :)show more

Open to other proposals
Sunny Goklani is looking for:
  • Fun & Quirky
  • Learning
  • Legal
  • Friendship/Listening
  • Massage
  • Personal Training
  • Yoga