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Long Term Financial Advice


30 per package - Virtual OK - Posted Dec 20, 2016

I'm a Duke MBA grad and am always interested in helping people make good decisions with their money. I'm not a CFA or an accountant, but I know a thing or two about tried and true get rich slowly methods. I can't give you specific advice like which stocks to invest in, but I can help you consider long-term investment strategies. Here is what I'd love to talk about:

Children's college plans
Debt management
Saving strategies
Decide whether to buy or rent
Simple explanations to overly complicated investment jargon

This offering is intended to be a few email exchanges, but I can be flexible.

I am NOT a professional just a serious amateur so I have my limitations. If you reach them I will tell you. I promise I won't mislead you and I have no incentive to get you to actually act on my advice. Openness and honesty are important to me but I will never ask for account specifics. I don't trust people on the internet either. This world is filled with too many people trying to part you with your money, for what my written word is worth, I promise I am not one of them.

Training & Qualifications

I have an MBA from Duke University and I love to break down complicated investment ideas into sinple concepts (if I can). From my home I've traded in stocks, options, metal commdities, and crypto currencies. Lately I've really been into robo investors and ETFs.

Availability & Preferences

no specific times

Trading Preference: I prefer being paid in simbi

Reviews of Michael

Channing received package of Long Term Financial Advice from Michael
Feb 19, 2017
He was very helpful in pointing me in the direction of great resources. It was nice to talk to someone about finances and not worry about them trying sell me something!show more
Sarah provided unit of Custom Logo / Icon Design for Michael
Feb 12, 2018
Great background information to aid me in creating new logo designs for their photography business.
Inactive User
Inactive User received package of Photoshop / touch up images from Michael
Mar 21, 2017
Michael was great to work with. Professional but friendly and approachable. He tackled a very big job for me and I will definitely use him again for a...ny photo needs I have. I highly recommend him. show more
Jennifer received package of Photoshop / touch up images from Michael
Mar 20, 2017
Michael did a great job updating my modeled product photos for my Etsy shop and website! Looking forward to working together again, hopefully. : )


Join the TribeStart with 50 after offering a service.

Michael's other services

Photoshop / touch up images

Photoshop / touch up images

About Michael Marchetto

Self-motivated and focused Duke MBA graduate and Navy veteran. Innately creative and detail-oriented professional with a passion for team-building. Extensive experience in maintenance, quality assuran...ce, troubleshooting, and training and development. Continuously searching for new information to benefit both personal development and professional environment. Experienced and compassionate leader dedicated to my team and my more

Open to other proposals
Michael Marchetto is looking for:
  • Music & Audio
  • Learning
  • Business