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?
- 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