People ages 28-55 years old looking to plan for life's expected and unexpected moments. They wish to create wealth, plan for and achieve their goals
Clients
GENERATION X & Y
FOUNDERS & ENTREPRENEURS
They are like-minded, creative individuals who don't have the time, desire and/or knowledge to manage their overall business financial plan
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Pay down debt and student loans
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Increase savings
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Improve credit score and analyze credit reports
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Monitor what $ is coming in and going out
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Record what you own and what you owe
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Prepare for life events and surprises
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Keep more fees and taxes in your pockets
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Understand how markets & investments work
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Plan for your retirement
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Protect your loved ones, yourself & property
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Learn what you don't know or are afraid to ask
RESULTS FROM WORKING WITH ME:
They are like-minded, creative individuals who don't have the time, desire and/or knowledge to manage their overall business financial plan