Douglas Ottomanelli Consulting

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Introduction: I help people to organize their monies. I Provide financial training, guidance and consultation to individuals and small businesses with needs such budgeting, debt management, money management, savings, retirement planning, and business plans. I can help you manage and organize your monies by creating a simple and repeatable process based on your needs. Organizing your finances is stressful for most people, but it doesn't have to be. I enjoy watching people take a deep breath and visually relax after our meeting. It is very rewarding teaching and mentoring others so they can reduce their stress and anxiety.

Overview

1 employee

7 years in business

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and punctuality.

5.0

3 reviews

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Lianne D.

Jun 7, 2017

Douglas was so patient with me as I was completely unorganized with all of my paperwork. He has such a calm and disarming dimeanor. I could tell he truly loves what he does and really cares about helping people. He was very honest and his price point is extremely reasonable. Douglas really took time with me and gave me hope again.

Surita P.

Jun 7, 2017

He was very professional, kind, courteous and knowledgeable. He was very attentive and answered all my questions. He has assisted me with my finances and general bookkeeping; I highly recommend his services.

Mohua C.

Jun 9, 2017

I initially came to see Douglas because I had plans to buy property/move into a more expensive apartment. I deal with a lot of anxiety when it comes to money, and he came highly recommended. He eased my mind as we walked through my finances and what I need to work on in my budget. He is patient and kind and a pleasure to work with. I plan on seeing him again soon!

FAQs

What is your typical process for working with a new customer?
I want to understand what is important to you, what keeps you up at night. I want to understand your current financial situation so we can set up a process to guide you to where you want to be and what you want to achieve.
What education and/or training do you have that relates to your work?
I have earned an MBA in financial management I have worked in budgeting, forecasting, operations, and human resources for over a decade. I have been a financial adviser for approximately five years