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Join the TribeStart with 50 after offering a service.

Personal Finance Consult: 60 min


1 per session - Virtual OK - Posted Oct 18, 2016

Do you have goals that feel like pipe dreams?
Are you constantly juggling bills or worrying about how to pay them?
Arguing with your significant other?
Do you ignore savings because you don't know where to start?

These are all signs that your finances could use some TLC. Most people aren't taught how to manage their money, leaving it up to each of us to figure out what we should be doing and how to do it, all while dodging advertising at every turn and battling human psychology. Unsurprisingly, this seemingly simple task is only mastered by a small percentage of people!

During this 60+ minute initial consultation, we will:
1. Get to know you! Your personality and situation are an important part of developing a plan that will succeed.
2. Discuss where you are currently and where you want to be with your finances and life.
3. Determine your most important first step to making lasting improvements.

My preferred medium is video (FaceTime, Skype, Google Hangout) or in person if you're local, but we can also do a voice call if necessary.

Training & Qualifications

For the past 5+ years, I've been reading every piece of personal finance info I can find, because I think it's really interesting! Most everyone I talk to however, finds it to be about the most boring topic ever 😉 I've also been married for 12 years and have two children, so I have experience communicating with a significant other about money.

I've increased my family's net worth from 5th to 80th percentile in 10 years, on a typical middle-class income. In the last 5 years alone it's up by over 400%, and we are now on track to meet our goals and retire early.

I love problem solving and helping people, so why not combine my skills and help you with your finances? I've already done all the boring reading so you don't have to!

Please note a few things I'm not well versed in: Bankruptcy, credit repair, job hunting, insurance products.

Availability & Preferences

Usually available on evenings and weekends (I'm located in US Eastern time zone.)

Trading Preference: I’m flexible, just hit me up!

Reviews of Richard

Feb 07, 2017
Really great session! Helped me begin the journey of handling my finances. Richard was great at asking me a lot of questions about my lifestyle and ...listening to what my needs are as opposed to trying to give me a cookie-cutter solution. Also he is continuing to answer any questions I send his way via messages. During our conversation, I learned where I stand financially, and what I should be thinking about in terms of next steps. It was an informative session without being overwhelming. Richard is a good listener & knowledgable about this field. I am definitely interested in a follow up session :) show more
Miranda provided Help with Marketing Guidance for Richard
Aug 21, 2017
All the best with marketing your business!
Colleen received session of Finance Coaching: 75 min from Richard
Jan 18, 2017
Another great talk with Richard! He helped me with my new budget system and we even talked retirement plans! Feeling motivated for sure. Thanks again ...:)show more
Nov 09, 2016
Richard was so helpful! I tend to get overwhelmed with my finances and creating my goals and he did a great job breaking things down for me and asking... leading questions. I will definitely be utilizing his advice and coming back to him in the more
Emily provided Help with Tell me what your goals are! for Richard
Nov 08, 2016
Richard was a breath of fresh air. It was nice to share my dreams with him and to get a spark of inspiration.
Inactive User
Inactive User provided Help with Tell me what your goals are! for Richard
Nov 08, 2016
Very friendly and great to talk to!
Penpa received Help with Wake up Buddy from Richard
Nov 08, 2016
Richard was helpful in giving me tools to get up early in the morning. Generous with his share. :)
Janice provided Help with Tell me what your goals are! for Richard
Nov 06, 2016
simple request simple response
Jorge provided Help with Tell me what your goals are! for Richard
Nov 06, 2016
Great to meet you Richard! Right off the bat with a thoughtful response. I look forward to connect in Simbi!
Rem provided visit of Random unique thoughts for Richard
Nov 04, 2016
Richard is a noble soul with a keen eye for crazy. Nice doing business with him.


Join the TribeStart with 50 after offering a service.

Richard's other services

Finance Coaching: 75 min
Simbi is home to some very generous people and can be a fantastic way to exchange skills without the money barriers!

Finance Coaching: 75 min

About Richard Sawyer

I don't like being bored, so I tend to take on lots of things. Beside being a Dad to 2 young boys, I'm a software engineer, an air rifle technician, volunteer rifle coach, and personal finance coach. ...My hobbies include woodworking, metalworking, and photography. show more

Open to other proposals
Richard Sawyer is looking for:
  • Fun & Quirky
  • Learning
  • Consulting & Coaching
  • Business
  • Marketing
  • Experiences
  • Art & Design