Meeting Preference: Email, In Person, Phone, Video
Languages: English
I am a financial planner who specializes in helping small business owners, self-employed individuals, and entrepeneurs. I have experience serving clients by setting up retirement plans, key-man insurance, and organizing their financial lives.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Business Structure
- Cash Flow
- Digital Marketing
- Ecommerce
- Financial Literacy
- Funding/Loans
- Management & Operations
- Strategy Development
- Websites
- Work/Life Balance
Industry Experience
- Accounting & Tax Services
- Agriculture
- Arts, Entertainment, & Recreation
- Business Consulting & Coaching
- Childcare
- Counseling & Therapy
- Farming & Livestock
- Manufacturing
- Nonprofit
- Professional Services
- Wellness, Healthcare, & Home Health
Accounting & Finance, Bookkeeping, Budgeting, Business Plan, Business Structure, Cash Flow, ...
Accounting & Finance, Advertising, Bookkeeping, Branding, Budgeting, Business Plan, Business ...
Accounting & Finance, Advertising, Bookkeeping, Budgeting, Business Plan, Business Structure, ...