CONSULTING & SERVICE OFFERINGS

Personal Finance Strategy

Personal Finance Strategy Consulting is primarily for individuals interested in:

• Simplifying, organizing and managing finances

• Improving monthly cash flow

• Reducing tax liability

• Planning for the future

Tax Planning

Tax Planning Consulting is primary for individuals and entrepreneurs interested in:

• Lowering amount of taxable income

• Leveraging tax deductions and taking advantage of tax credits

• Saving money

• Tax-deferred strategies

CFO Services

CFO Services are primarily for high-revenue and income generating small business owners, entrepreneurs and individuals interested in:

• Obtaining funding to scale and grow a business

• Improving cash flow management

• Partnering with a trusted advisor to provide guidance to make financial decisions