Services Provided

Individuals, Couples, Families, Entrepreneurs, and Small Businesses

Solutions tailored to your specific needs may include Analysis, Strategizing, Coaching, Training, and Implementing Systems on the following to name a few:

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• Debt Elimination

• Planning, Budgeting, & Forecasting

• Managing Risk

• Wealth Building

• Mediation for Couples and Others

• Premarital Financial Planning

• Strategies for Family include Ideas for Teaching Children Money Management Skills

• Money Management Calculators, Tools, etc.

• Bill pay for Handicap, Elderly, and Others

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• Cash Flow Improvement

• Profit, Process, and People

• Bookkeeping (Quickbooks, XERO)

• Professional Organizing

• Creating Reports for Tracking Return on Investment

• Invoicing

• CRM Database Setup (ACT!. Salesforce, etc.)