Whether you are planning for retirement, trying to make sense of your budget, or looking for a clearer investment strategy — I work with you directly to create a plan that fits your specific situation and goals.
Build a realistic budget that reflects your life. Understand where your money goes and where it should go.
Whether retirement is 5 or 25 years away, we will map out a realistic path to the financial independence you want.
Understand your options — from index funds to IRAs to 401(k) optimization — and build a strategy aligned with your risk tolerance.
Tackle debt, build an emergency fund, and develop the financial habits that create long-term security.
No hidden fees. No sales pressure. Just honest guidance at a flat hourly rate.
Reasonable hourly fee, billed in 30-min increments
Important: Financial coaching services provided by Peraza Consulting are for educational and informational purposes only. They do not constitute professional investment advice, financial planning services, or legal counsel. Peraza Consulting is not a registered investment adviser. Please consult a licensed financial professional before making investment decisions.
No commitment. Just a clear-headed conversation about your financial goals and how I can help.