Schedule a free chat with me!Let’s discuss your situation and determine if we’re a good fit to work together. The main purpose of this meeting is for you to tell me what you’d like help with and what you really desire in your life.
How can I help you?
LET ME MAKE THIS EASY (AND AFFORDABLE!) FOR YOU…
I am passionate about bringing financial planning to the very large segment of the population who needs it most, but can’t afford the usual costs…and can’t even qualify to work with most planners, as the minimum account size is $250,000, or more often, $500,000 or more!
Ways to Work Together
I’ve put together some options, no matter your budget…
Moneyfull re Program
Working with a financial planner is an investment in yourself with priceless returns, in terms of actual dollars and peace of mind.
I almost always find spending 'leaks' that more than cover my fees.
Long term planning equates to more future wealth!
Understanding your FINANCES + NEW HABITS =PEACE OF MIND.
I’m 46 and I wish I had known what a financial planner was in my 20’s. Not that I’m complaining but…I believe my net worth would be twice what it is.
More wealth means more freedom and choices for you in your life, and the ability to help others with your money
MAKING YOUR BOOKS EASY… FOR THE SOLOPRENEUR WHO HATES NUMBERS!
- Do you ignore the accounting and numbers part of your business?
- Do you mix up your personal expenses in your business accounts and vice versa?
- Do you dread tax time and struggle with providing your tax preparer your numbers?
- Do you panic when it comes time to pay your estimated quarterly taxes?
- Are you saving for retirement?
LET ME BE YOUR EASY BUTTON for ALL OF THESE ISSUES!
- Basic set-up (one 2-3 hour session; pricing based on your income)
- get organized with a proper bank account system for your business
- we’ll set you up on (free!) software so your books and tax preparation is a BREEZE
- we’ll create a plan so you always have the money to pay your quarterly taxes
- you’ll have a set-it and practically forget-it system in place for the life of your business!