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Personal Budgeting & Finance

20


20 per session - Virtual OK - Posted Jun 25, 2016

Want to get on track with budgeting and saving? Maybe you want to save up for a major purchase or plan for retirement; or perhaps you'd just like a few tips for daily saving. I'd love to help! I can help with budgets, small improvements to help you save, and basic investment tips.

Training & Qualifications


My financial management skills are largely self-taught (read: I do not have any accounting, tax, or financial advisor training or certifications). I'm a fan of Dave Ramsey's "Total Money Makeover" ideas and methods and also do a lot of budgeting in my professional work. I use all of these methods and other tips I've picked up over the years to manage my own finances and long-term goals.

Trading Preference: I prefer being paid in simbi

Reviews of Danielle


Ashley received session of Personal Budgeting & Finance from Danielle
Feb 11, 2018
Danielle is so sweet. She offered to help me for barely any simbi because she genuinely just wants to help others. Amazing and made a great budget tra...cker for me too!show more
Inactive User
Inactive User received session of Personal Budgeting & Finance from Danielle
Mar 19, 2017
Danielle offered a concise and useful advice on budgeting.
Colleen received session of Personal Budgeting & Finance from Danielle
Aug 17, 2016
Danielle gave me detailed, practical budgeting info and an enjoyable chat too! Thanks again, very helpful :)
Allison received hour of Event Planning & Consultancy from Danielle
Mar 28, 2018
What an amazing person full of great information and super easy to talk to.
Elizabeth received hour of Editing from Danielle
Mar 02, 2018
Danielle is fantastic to work with. She is friendly, professional, and her copy edits were completely on point; and she was speedy as well. I look fo...rward to working with her as much as she is willing to take on! :)show more
Inactive User
Inactive User received hour of Editing from Danielle
Nov 18, 2017
Danielle was patient with the specifics of what I asked for, and she was happy to work over a few weeks to make sure we were both happy in the end!
Malana received hour of Marketing Consulting from Danielle
Sep 17, 2017
Very well spoken and knowledgeable about her field and craft. Check her out!
Timothy received hour of Editing from Danielle
Aug 27, 2017
Danielle is nice and helpful.
Barbara received hour of Marketing Consulting from Danielle
Aug 06, 2017
Danielle has been amazing. She's gone way beyond my expectations and given me outstanding support, ideas, suggestions, and inroads in a field that wa...s pretty new - and not just a little daunting/scary - for me. I've really enjoyed working with her, beginning to end.show more
Ioana received hour of Marketing Consulting from Danielle
Jul 25, 2017
Danielle is amazing! Very professional and skilled, she provided a detail report to me . She is a warm, creative and inspiring person!


Recommendations


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I love the idea of service exchange! I'm able to do a lot through my professional endeavors, but there's always more to give and more to learn! It's great to share services with a community of like...
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Editing

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I love the idea of service exchange! I'm able to do a lot through my professional endeavors, but there's always more to give and more to learn! It's great to share services with a community of like...

About Danielle Carlson

I'm a young professional with a variety of business, marketing, and event experience. I love a good book, walking my dog, and have rated enough content on Netflix that it's predictive ratings for me a...re scarily accurate. :)show more

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