I have 12+ years of experience in finance & accounting and hold a certificate in financial planning (see below).
I can help individuals & couples alike with student loan debt, credit card debt, medical debt, creating a budget, goal setting, investment education and planning for retirement.
I can help start-ups or small business with business structure and entity selection, financial planning, profitability analysis, cost-cutting strategies, and strategic growth planning.
Find out if we are a good fit for your financial needs.