I have 14+ years of experience in finance & accounting and hold a certificate in financial planning (see below).
I can help individuals & couples alike with planning for their children’s education, debt elimination, creating a budget, creating a financial plan, goal setting, investment allocation, 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 Pricing:
1-hour one-on-one: $150
Business pricing:
Start-up business (less than $1M in revenue): 1-hour one-one-one: $250
Small business ($1M – $40M in revenue): 1-hour one-one-one: $500
