~ Help with setting your financial goals
~ Assessing your net worth
~ Creating a Projected Income and Spending Plan designed just for you
~ Creating a path for you to reach your goals and coaching you along the way
~ Consultation on your overall way of managing your money
~ Installation and set-up of financial software based on your needs
~ Advice on your retirement plan options
~ Advice on investments when appropriate
~ Hands-on help with your bills and invoices
~ Compliance with government regulations
~ Correspondence with any parties involved in your personal finances
~ Organization of your electronic and paper files
~ Help with any specific projects
Financial Planning and QuickBooks Consulting