top of page

Available Online

Financial Advising $50/Hour

One on one financial advising & expertise to help you win with money.

  • 1 hour
  • Online or Agreed location

Service Description

Something I have taken great enjoyment in is personal investing and coaching individuals to help them achieve financial success. On top of EF3 LIFE Financial and the monthly subscription, people can sign up for individual guidance where we create a specific plan based on their life situation and goals. Many of my clients have taken my Financial Peace University class in the past and others I have offered consultation to by working with them to building their financial blueprint. My financial guidance covers areas including: budgeting, debt pay-off, investing (stocks, bonds, mutual funds, ETFs, index funds, & cryptos), as well as insurances. I desire to help people win with their finances so they can build the life they desire. I will can help you create a plan for retirement, as well as a way to build overall net worth base don your goals and desires.


Contact Details

3154161860

danielmjason@gmail.com

Albany, NY, USA