360 deg Personal Finance Assessment

Swati Sucharita

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360 deg Personal Finance Assessment
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$55$66
120 mins

Comprehensive Financial Planning Service

What You Will Receive:

This 2 hour guided service is designed to provide you with a customized financial strategy, addressing your specific concerns and setting a strong foundation for your financial future.


Here’s what you’ll gain:

Personalized Financial Plan

  • Budget Review: Understand your current spending patterns and identify areas for improvement.
  • Income/Expense Analysis: Assess your cash flow to create better financial balance.
  • Detailed Financial Goals Assessment: Define and prioritize your short-term and long-term goals.
  • Emergency Fund Assessment and setup.


Timeframe and Approach:

  • Free Discovery Call
  • Client to provide all required data
  • Custom Session (2 Hours)
  • Gain a complete understanding of your financial situation, goals, and challenges.
  • Outline deliverables and the steps to address your problem areas.
  • A thorough analysis of your current situation to build your customized financial strategy.
  • Tools and Resources
  • Income-Expense Tracker: A helpful tool to monitor your financial habits.
  • Emergency Pot: Investment strategy
  • FIRE Calculator: Insights on achieving Financial Independence and Early Retirement.
  • Personalized Spreadsheet: Receive a detailed and tailored spreadsheet summarizing your financial plan.


Flexibility Tailored to You:

While this service is designed to be completed within 2 hr, I believe in delivering value and ensuring client satisfaction. If any issues remain unresolved within the agreed timeframe, I will work with you to ensure your primary concerns are addressed, and you feel confident about your financial strategy.

Regular Price: $75

Since, I am just getting started on topmate, this current promotional price is for a limited time.

Why Choose This Service?

Even if you decide not to proceed further, you will walk away with:

  • A clear, actionable financial plan that aligns with your life goals.
  • Greater confidence in managing your finances.
  • Valuable tools and insights to continue your financial journey independently.

Let’s take this step together and start shaping your financial future!

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