• Financial Consulting for Individuals
  • Assessing Current Situation
  • Developing Strategies to improve Situation
  • Guidance with Major Financial Decisions
• Business Consulting for Businesses
  • Specializing in Small Businesses
  • Work with Start-Up and Growing Businesses
  • Succession Planning
• Estate Planning
• Retirement Planning
• Financial Literacy Workshops
  • Individuals, Groups (Families, Civic & Religious Organizations, etc.)
  • Employees
  • Topics Include but can customize to fit your needs
    • Introduction to Financial Literacy
    • Budgeting & Organizing Your Finance
    • Financial Pitfalls & Attitudes About Money
    • Understanding Insurance
    • Savings Strategy
    • Understanding Credit & Debt
    • Saving for the Future
  • Financial Counseling
    • Resolve financial issues
    • Empowers client
    • Improve quality of life