✔ Budgeting – Optimize spending/savings.
✔ Investments – Portfolio review & strategy.
✔ Retirement – Tax-efficient planning.
✔ Debt – Refinancing & payoff plans.
✔ Forecasting – 5-10 yr wealth modeling.
✔ Tools – Excel, Power BI, QuickBooks.
✔ Reports*– Clear dashboards & insights.
Data-driven advice for your financial success.