
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
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Planning, Budgeting, & Forecasting
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Managing Risk
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Wealth Building
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Mediation for Couples and Others
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Premarital Financial Planning
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Strategies for Family include Ideas for Teaching Children Money Management Skills
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Money Management Calculators, Tools, etc.
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Bill pay for Handicap, Elderly, and Others
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Cash Flow Improvement
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Profit, Process, and People
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Bookkeeping (Quickbooks, XERO)
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Professional Organizing
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Creating Reports for Tracking Return on Investment
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Invoicing
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CRM Database Setup (ACT!. Salesforce, etc.)
