Hey there! I'm Ellen, your PocketSmith coach in Christchurch, New Zealand! As the former Head of Support at PocketSmith, I've helped tons of people make the most of its powerful tools.
Whether you need help setting up your account, fine-tuning your budget, or exploring new features, I've got you covered. I'm here to guide you every step of the way so you can take control of your finances and achieve your goals! Ready to get started? Contact me today!
PocketSmith is an incredible financial management tool, but setting up your account can be daunting for many, causing some to give up before they even start.
That's where I come in as your coach.
I offer one-on-one video calls to guide you through the process and provide personalized assistance. With my help, you can start managing your money more effectively and enjoy the benefits of PocketSmith without the stress of navigating it alone. Contact me today to get started!
Just Starting Out
Just Starting Out
Who: new to PocketSmith, budgeting beginnners
If you're new to PocketSmith or haven't used a finance management tool before, I'm here to help you get started.
As your PocketSmith coach, I offer personalized guidance and support to help you set up your account and make the most of its features. From categorizing transactions to creating budgets, I'll guide you every step of the way.
Plus, with one-on-one video calls, you'll have the opportunity to ask questions and get real-time feedback. So, if you're ready to take control of your finances and achieve your financial goals, contact me today to learn more about how I can help you!
Who: been using PocketSmith for a while, ready to find new things
Are you an experienced PocketSmith user looking to try out some of the more advanced features? As your PocketSmith coach, I can help guide you through the process and make sure you're using these tools effectively.
From forecasting to scenarios, I'll show you how to take advantage of these powerful features to gain even more control over your finances.
So, if you're ready to take your PocketSmith experience to the next level, get in touch with me today!
Who: individuals who value their time and resources
If you're looking to save time and effort in managing your finances, look no further. With my concierge-level PocketSmith management service, you can delegate the task to a professional and enjoy the benefits of a perfectly configured account - with minimal effort on your part.
Whether you need help setting up your account from scratch, fine-tuning your budget, or regular account clean-ups, I've got you covered. My assistance is ideal for individuals who value their time and resources.
So if you're ready to hand over the reins to a professional and get the most out of PocketSmith, let's get in touch today.
Who: finance advisors ready to outsource for quality support
If you're a financial advisor using PocketSmith with your clients, I'm here to provide you with customized support and video training to ensure that you and your clients get the most out of the platform.
From setting up accounts to fine-tuning budgets and analyzing financial data, I can provide one-on-one video calls to guide you and your clients through the process.
Let me help you save time and provide top-notch service to your clients. Contact me today to learn more about how I can help you use PocketSmith to its fullest potential!