Money Etiquette
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Service type
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About
I'm able to effectively reach people of all ages, races, genders, and religious backgrounds. I don't simply speak down to my audiences, I have a conversation with them.
Inspiring others
Overview
Hired 14 times
Background checked
1 employee
13 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
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Services offered
Service type
General financial planning
Investment review
College planning
Home purchase
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
9 reviews
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Read reviews that mention:
Lauren P.
Oct 15, 2016
Hired on Thumbtack
I was looking for someone to help me figure a reasonable budget and advice on how to reduce credit card debt....so far Money Etiquette has been wonderful to work with, prompt, and provided very helpful planning strategies! I feel hope about this area of my life for the first time. Looking forward to continuing this process with them!
Personal Finance Instruction
Bella C.
Jun 12, 2017
Hired on Thumbtack
Joseph is very professional and experienced, he is a great listener, he listened to all of my financial struggles and came up with a monthly budget based on my net pay/income and debt.
He is extremely knowledgeable in finance area and is full of great ideas which helps individual like myself and many other who are experiencing some financial problems. When you work with Joseph, he is always there to answer any question or concerns. He is very quick in addressing them. I would definitely recommend Joseph to all who need financial guidance.
Bella
Personal Financial Planning
Sabrina W.
May 2, 2016
I am happy to report I know where my money is going. Thanks to the month to month personal budgeting, every dollar has its place. I am finally saving! More importantly, fun money is budgeted without having to steal from savings or bills in hopes that next month I will replace it. Nine times out of ten, I never replace it and end up peddling backwards. Joseph Lorick, based on my month to month bills and my personal spending habits, creates a REALISTIC budget each month. Hard part done, my job is to follow through. Each month it gets easier and easier to make sure every expense is accounted for and to stick to it. Without Money Etiquette Budgeting, I would be living in financial ruin each and every month. And sounding like a broken record telling myself I will eventually get out of debt. Guess what? Stop saying what you are going to do, Sign up with Money Etiquette and let Joe help you reach your goals.
Soma G.
Feb 11, 2016
Hired on Thumbtack
Joseph was fantastic! He was extremely helpful, concise, and made everything easy for us to understand. We will certainly be using his services in the near future.
Personal Financial Planning
LaTrecia W.
Apr 23, 2017
Hired on Thumbtack
He was very great and relatable. He spoke to my group and answered on the spot questions. Only thing I wish he had his books with him for sale.
Personal Financial Planning
Credentials
Background Check
Joseph Lorick