(The stuff I specialize in)
VIRTUAL CFO & BUSINESS REVIEW
Tell me what your financial goals are, and I’ll create a personalized plan to help you reach them. No two people have the same priorities, which is I don’t take a one-size-fits-all approach to financial planning. I instead listen carefully to your specific needs, and then work to help you achieve your goals.
I act as a resource for all of their tax issues—both business and individual. Proficient and current on tax laws and IRS regulations, I look at all angles within the tax code to come up with the best solution. The right strategies can significantly improve your bottom line and deliver results that exceed your expectations.
This is where I help you get your financial life in order. Money Coaching differs from financial planning in that it focuses more on controlling & accumulating–rather than managing & growing–one’s wealth. It often helps to have an independent perspective on things you might be missing. Money Coaching includes helping you lay a solid financial foundation by teaching you how to do it right!