Deciding what not to do
IS AS IMPORTANT AS DECIDING WHAT TO DO
Professional day-to-day financial services for individuals and small businesses.
For individuals I can assist with all aspects of daily money management, from bill paying and maintaining financial records, balancing bank accounts, cash flow management to creating customized financial systems and spending plans.
For small businesses I can assist with budget analysis, strategic planning, cash flow analysis, product & service pricing, as well as operational process review. I am a liaison between small business owners and their other professional team members.
“I am so grateful to you for your expertise, vision, patience and guidance on helping me. You have a strong sense of capturing your clients’ strengths and insecurities and leading them to a positive result reflecting their personal values.
Thank you for being by my side always.”