♆ Services

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

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