Lizzy

Lavik

Financial consultant

I am a personal finance consultant based in Madison, WI. My specializations include data analytics, banking, finance, and accounting.

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As a Personal Financial Consultant

My goal is to help people navigate through their own financial journeys with confidence. I'm eager to leverage my diverse experience to empower individuals in managing their personal finances effectively and achieving their financial goals.

Businesswoman or accountant working with financial documents is analyzing and calculating with a calculator.

I have personal experience with

  • Establishing Credit
  • Increasing Credit Score
  • Student Loan Debt
  • High Interest Credit Card Debt
  • Car Loan Debt
  • Creating an Emergency Fund
  • Building a new Career
  • Tax Liabilities & Payments
  • Financing a Wedding
  • Buying a Home
  • Investing in the Future

Personal Data Analysis

I specialize in analyzing personal financial data which is a critical step toward achieving financial success for several reasons:


  1. Awareness and Clarity: It provides a clear and accurate picture of your financial situation, including income, expenses, debts, and assets. This awareness is essential for setting realistic financial goals and making informed decisions about your money.
  2. Budgeting and Expense Management: By tracking your spending habits and identifying areas where you can cut unnecessary expenses, you can create a budget that aligns with your financial goals. This allows you to allocate your resources more effectively and avoid overspending.
  3. Debt Reduction and Savings: Analyzing your financial data helps you prioritize debt repayment strategies, such as paying off high-interest debts first. It also allows you to set aside funds for savings and investments, helping you build an emergency fund and work toward long-term financial goals like retirement.
  4. Financial Goal Tracking: Regularly analyzing your financial data enables you to track your progress toward financial goals. You can measure your savings, investment growth, and debt reduction to ensure you're staying on course and adjust your strategies if necessary.


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Let’s connect

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Madison, WI