I offer a range of Services, custom packages available:
Paying bills, reconciling accounts. This service is very popular for busy families, that would rather spend their time with the family with assurance that bills are paid on time, and long range goals are being met. This service also includes IRS and creditors communications.
Personal coaching provides insight to unique plan just for the individual(s) who wish to seek a direct route to the lifestyle they want. Starting with where you currently are and developing a plan to get you in the shortest time to where you wish to be. Couples are encouraged to attend coaching sessions together.
Develop a 5 year business plan to reach more customers, reduce costs and simplify work flow. Helping small businesses to streamline work flow so more work can be done in less time. This comprehensive plan provides a clear direction for accomplishing your goals.
I provide a multitude of services to build a strong financial foundations and enhancing your future.