Personal Finance & Accounting
With your participation, we can examine your income, budgets, and assets. We can help you develop and establish financial goals, develop and implement strategies to work with financial weaknesses and strengths, monitor goals, adjust goals, and change strategies as circumstances change. We can also help you develop preparations and procedures for natural disasters, pandemics, and other emergencies. We can work with you to create a budget to allow for investments and personal growth.
A few examples of what we can assist with are:
- Setting short- and long-term goals
- Budgeting
- Creating a Financial Plan
- Understanding and creating an Emergency Fund
- Understand what Retirement options there are
- Understanding basics of investments and capital gains
- Understanding Equity
- Understanding Credit
- Understanding terminologies (debt-to-income ratios, adjusted gross income, depreciation, appreciation, etc.).
While we do employ licensed CPAs, we do not perform tax or finance work for individuals. We merely offer advice, improve your understanding, and suggest strategies you can use. If you need further assistance, contact a licensed CPA that will do personal tax or finance work, or we can refer you to one.
We look forward to assisting you in achieving and reaching your financial goals and helping you navigate the complexities of investments in your future. In addition to our financial coaching, we are creating courses in various subjects dealing with personal finance, accounting, and investments that you can take advantage of in the future.
We take pride in what we do. We are the foremost experts in development and change. We look forward to working with you in the future and providing you with a service that you can appreciate and that we can take pride in.
Take a few moments to look through all of our other business consulting services and contact us if we can help you take the first steps in reaching your organizational goals.
Due to high demands for this service by a large number of people, we ask that you be patient and understand there may be a lengthy waiting time before we can provide you with the service you require.
