Helping the everyday person (YOU) reach their Financial Goals.
I worked with A|T Finances using the Bundle of 3 plan. At first, I was unsure of what exactly I needed assistance with, I just knew I wanted to have a better understanding and management of my finances, therefore the Bundle of 3 felt like the best option for me.
The process was very straightforward. I signed up for a phone conversation with Ambar and filled out a quick survey. This was helpful, as our phone conversation was very focused and fruitful. I was able to communicate to Ambar what my needs were as well as what leisure things I wanted to keep as part of my life. Ambar really listened to my needs and wants, and was able to structure a savings and debt payment plan that worked for me!
This was very important, as I was afraid that I would come out of the process and not actually follow-through with the plan. Ambar then scheduled another call to go through the plan and spreadsheet (amazingly set up and easy for me to understand). She presented the information to me in a way that was easy to understand.
Since working with Ambar of A|T Finances, I have paid off my credit card debt! I have also made great progress in paying off my student loans. The best part of this process is that I can now edit my excel sheet to make it consistent with any changes in my finances and lifestyle. Working with Ambar helped me feel more knowledgeable, confident and in control. It has also helped me be more transparent with myself and others regarding my finances.
I think the part I appreciated the most about working with Ambar is her non-judgmental approach. She made me feel comfortable, and therefore I was able to be open and honest about my finances. This in turn, helped me to gain the most out of our work together.
"Ambar really listened to my needs and wants, and was able to structure a savings and debt payment plan that worked for me. Since working with Ambar, I have paid off my credit card debt! I have also made great progress in paying off my student loans."
T. Guzman, Boston, MA