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Empower Your Finances:
Make Your Money Work for You

Together, we'll create an action plan to achieve your financial goals on topics like personal cash flow, credit & debt management, renting vs buying a home, insurance policies, and investment basics, including retirement & estate planning.

Services

Schedule Your Free 30 Minute
Discovery Call

Tailored Financial Programs

Our financial programs cater to the diverse needs and aspirations of our clients. Whether you are seeking an introduction to finance, a structured three-session plan, a comprehensive four-month roadmap, or a holistic yearly finance plan, we have the expertise to support you at every step of your wealth journey.

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Emergency Fund

Unexpected events can seriously disrupt your finances. We will guide you on how to build an emergency fund and make your money work for you.

Making Money with Savings Accounts

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Donation Jar

At Vivid Financial Counselors, we’ll help you understand how to make the most of your savings. We'll show you how to start earning more interest than a basic savings account offers!

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 Cash flow

This is the movement of money in and out of your personal accounts or business. It involves tracking the cash received (inflows) and the money spent (outflows).

Spending Habits

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Creating a budget can lead to greater financial freedom and less stress. Vivid Financial Counselors will help you manage your budget and provide you with the necessary guidance.

Pay Bills

Credit and Debit

We will empower and guide you on all aspects of credit. It plays a crucial role in many aspects of life from getting a job, to getting lower insurance rates.

Creating a Budget

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Calculating Budget

This helps you reach your financial goals and ensures you save for emergencies and rainy days. We will guide you in creating a budget that fits your needs.

Studying

Student Debt

Paying off student loans can greatly improve your financial health. We will help you navigate the complexities of settling these loans and ultimately increasing your financial freedom.

Introduction to Investing

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We focus on helping you make your money work for you by providing foundational knowledge about investing while keeping your financial goals in mind.

Buying vs Renting
"Anything"

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It is important to be an informed consumer to understand the benefits of
buying versus renting and to know the best time to make a purchase.

At Vivid Financial Counselors, we may not have all the answers, but we excel in knowing where to find them. Our commitment is to provide you with the expert guidance and access to the right solutions for your financial needs.

Blue Skies

About

Hello, I’m Bert Delgado, with over four decades of experience in broadcast operations and financial management at a global company, specializing in leading teams and overseeing multimillion-dollar projects with a focus on effective financial management.

My passion for financial organization comes from my upbringing and a desire to support younger generations, including my millennial and Gen Z daughters. Raised in a frugal household, I learned the value of savings and financial planning early on. Inspired by my father's foresight in securing our family's future through savings, I founded Vivid Financial Counselors to help others achieve financial security and success. 

Together, we’ll ensure you’re prepared for any challenges that may arise, while also saving for brighter days ahead.

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Get In Touch!

754.314.1218
bert@vividfc.com

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Do you have any questions?

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