Financial Consultation

 

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. 

Book an initial FREE 15-minute consultation:

 

“My pricing model is transparent, and I ONLY charge a flat fee”

Individual & Couples or Small Businesses: 

1-hour one-on-one: $500

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