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personalized financial Services

Outside of my regular corporate job, if you are looking for a more personalized financial plan, I provide the following services to ensure your personal finances are in order and you have a plan going forward. I am not affiliated with any sale of investment products, so any advice I provide is honest and free from personal incentive bias. If you choose a service, purchase through PayPal, fill out the required documentation, and attach document in email to knockknockmillionaire@gmail.com.

Personal Spending Review: $49.99

In this review, I will go over your current budget and spending patterns. I will then suggest changes in order of importance to your current expenses, debt repayment, and savings. I will also calculate if you are on track for millionaire status or if you are on track for a different financial goal. Fill out the below document and sent to my email with any additional notes.
48-Hour Estimated Delivery
personal.spending.review.xlsx
File Size: 18 kb
File Type: xlsx
Download File

​Personal 10-Year Plan: $99.99

In the Personal 10-Year Plan, I will review your entire financial position and suggest changes in order of importance to your current expenses, debt repayment, and savings.  I will also calculate if you are on track for millionaire status or if you are on track for a different financial goal. Fill out the below document and sent to my email with any additional notes. Lastly, I will create milestones over the next 10-years, so that you can track your progress financially.
​3-Day Estimated Delivery.
personal.10-year.plan.xlsx
File Size: 21 kb
File Type: xlsx
Download File

Ask The Author: $25.00 per 30 minutes

​If you have any Finance/Investing questions about your personal finances, I can schedule a phone conversation to go over any topics. Email me a general list of topics, any personal financial details I would need to answer optics, and 3 potential times that fit your schedule.
Meeting Hours - Noon to 5pm - Saturday & Sunday

"Knock, Knock Who's there? Millionaire Status" Tip/Donation

If you believe the added financial value you received from reading "Knock, Knock Who's There? Millionaire Status" was greater than the $7.99 book price and you feel like sharing some of your $250,000 of life-saving I predict in the introduction, I will gladly accept any monetary tips.
Thank you for your financial support.
About the author
  • Home
  • Commonly Asked Questions
  • Ask Additional Questions
  • Personalized Financial Services
  • About The Author
  • Book Intro