Personal Financial Planning:

• Financial Health Checkup – do you know what you have and are those assets protected?
• Are you meeting your financial goals?
• Budgets – Spending /Saving Plan – Getting out of debt?
• Financially prepared for the “what if” happens?
• Help with answering your money questions- refinance? death? divorce?
• Tax Planning – plan ahead to reduce your tax bill?
• Tax Return Preparation & Filing or just be an educational resource for you?

Small Business:

• Business Plans:  Startups, Financial Feasibility /Profitability & Pro Forma Financials
• Cash Flow Management
• Pro-Active Strategic Tax Planning
• Tax Filing – Federal & State
• Help you determine how to protect what you have through contract review and or insurance
• Decrease your “have to” list so you can focus on “want to”

♆ VALUE PROPOSITION ♆

• My goal is to provide value to you: Value = Benefit minus Cost
• Financial Guarantee that the benefit will exceed the cost or no charge to you
• I believe in giving back to the community and provide free financial advise for teenage mothers or select others
• Complimentary 30 minute consultation – no obligation introduction meeting