Let's Get Personal
A DEEP DIVE INTO YOUR FINANCES WITH MERCEDES
✨ Are you overwhelmed with the state of your finances?
✨ Do you feel like you keep spinning in circles when it comes to your money?
✨ Have you tried going over all your bank accounts and budget but just got confused and gave up?
Let's Get Personal
A DEEP DIVE INTO YOUR FINANCES WITH MERCEDES
✨ Are you overwhelmed with the state of your finances?
✨ Do you feel like you keep spinning in circles when it comes to your money?
✨ Have you tried going over all your bank accounts and budget but just got confused and gave up?
Soooo many people are in a rut when it comes to their finances and it’s just messy. And to be honest, sometimes you need another set of eyes to see your situation from a perspective you can learn from.
Soooo many people are in a rut when it comes to their finances and it’s just messy. And to be honest, sometimes you need another set of eyes to see your situation from a perspective you can learn from.
I’ll take a look at your finances and create a plan of action to get you organized, on track, and at ease with your money.
There are many reasons why you may be frustrated when you look at your bank account.
Overdraft fees, unnecessary subscriptions, irregular income, surprise expenses…. and the list goes on.
But there is one thing I am certain of and that is that YOU can get back on track no matter how far down the hole you’ve seem to have fallen.
I’ve helped people across the country see their finances from a different perspective - when we get together and identify what’s drowning your money, a weight will lift off your shoulders.
I’ll take a look at your finances and create a plan of action to get you organized, on track, and at ease with your money.
There are many reasons why you may be frustrated when you look at your bank account.
Overdraft fees, unnecessary subscriptions, irregular income, surprise expenses…. and the list goes on.
But there is one thing I am certain of and that is that YOU can get back on track no matter how far down the hole you’ve seem to have fallen.
I’ve helped people across the country see their finances from a different perspective - when we get together and identify what’s drowning your money, a weight will lift off your shoulders.
Because identifying the problem first allows us to implement solutions sooner rather than later.
For every problem, there is a solution. And “solutions” is my middle name.
Are you ready to own your finances and become a good steward of what you’ve worked for?
Are you ready to drop out of the rat race that leaves you broke and tired?
Are you ready to finally get your financial life all the way together and make progress towards financial freedom?
Together we can do it.
Because identifying the problem first allows us to implement solutions sooner rather than later.
For every problem, there is a solution. And “solutions” is my middle name.
Are you ready to own your finances and become a good steward of what you’ve worked for?
Are you ready to drop out of the rat race that leaves you broke and tired?
Are you ready to finally get your financial life all the way together and make progress towards financial freedom?
Together we can do it.
I’m ready to help you with practical solutions that work.
It’s those same practical solutions that my husband and I used to get out of debt ourselves in under two years!
Here’s how this works:
1. You’ll get me acquainted with your financial situation - income, expenses, etc
2. We’ll meet for a virtual session where we will discuss your your current financial health and explore your ideal financial lifestyle. This session is all about where you are and where you want to be.
3. I’ll take everything we’ve discussed, along with your financials, and identify areas that need improvement. I will create a detailed report of your finances that includes solutions to help you get over the hump and to where you want to be.
4. We will meet for a virtual session to discuss your problem areas and the solutions to those. I will present your report to you with actionable tasks for you to implement immediately.
5. If you will benefit from additional resources, I will connect you with qualified people to help you accomplish specific financial goals such as investing and retirement.
I’m ready to help you with practical solutions that work.
It’s those same practical solutions that my husband and I used to get out of debt ourselves in under two years!
Here’s how this works:
1. You’ll get me acquainted with your financial situation - income, expenses, etc
2. We’ll meet for a virtual session where we will discuss your your current financial health and explore your ideal financial lifestyle. This session is all about where you are and where you want to be.
3. I’ll take everything we’ve discussed, along with your financials, and identify areas that need improvement. I will create a detailed report of your finances that includes solutions to help you get over the hump and to where you want to be.
4. We will meet for a virtual session to discuss your problem areas and the solutions to those. I will present your report to you with actionable tasks for you to implement immediately.
5. If you will benefit from additional resources, I will connect you with qualified people to help you accomplish specific financial goals such as investing and retirement.
This is your opportunity to have an in-depth look into your finances with someone who can help.
This is your opportunity to have an in-depth look into your finances with someone who can help.
This is your opportunity...
TO HAVE AN IN-DEPTH LOOK INTO YOUR FINANCES WITH SOMEONE WHO CAN HELP.
