Riverdale, Bronx, NY, USA

©2018 BY RISE UP FINANCIAL COACHING. PROUDLY CREATED WITH WIX.COM

INDIVIDUAL COUNSELING SESSIONS

This service is available to clients who want a 1 hr session or just a few sessions and not a package. Here you come prepared with questions that you needed guidance with during your free consultation.

FINANCIAL COUNSELING 10 SESSION PACKAGE
THIS IS A PACKAGE OF 10 SESSIONS, 1HR EACH SESSION.

We will get to know each other and go through an entire organizing your financial life plan, financial habits, building savings, comparison shopping, understanding your spending personality and finally celebrating change throughout the 10 sessions!

DAILY MONEY MANAGEMENT SERVICES

Bill Paying and Organization


Checking, Credit Card, Investment Statement Reconciliation and Review

Consumer Advocacy

Fiduciary Services - Power of Attorney

PERSONAL FINANCIAL EDUCATION

Workshops/Classes


(Taught in English or Spanish)


Topics I teach:


Goal Setting & Budgeting


How Credit Affects You


Ways to Repair your Credit


The Importance of Insurances


Ways to Handle Your Checking Account


Learning about Paystubs /Banking


The Basics of Investing


Learning Different Retirement Plans


Taxes 101


Wills 101


Is it better to Buy or Rent


How Can We Teach Our Kids to Manage Money

EDUCATIONAL MATERIAL TRANSLATIONS

Need Personal Financial Education Materials or Book Translation from English to Spanish? I'm happy to discuss your next project.