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Business & Finance

Financial Planning

$50/hr Starting at $25

About Me I was born and raised in Essex in the south of England and moved to California in 1986. I love living here and consider the Bay Area to be a spectacular place to live and feel a great sense of community. A few years ago I came to the realization that I needed a solid financial plan for myself and my family's future. I was not pleased with many of the services offered to me at the time and decided to create a unique plan based on real life needs. I combine advice with money management education in order to assist my clients reach their goals and give them the tools they need to become financially independent. I focus my business on being a team member and coach for each of my clients in getting them to their dreams and goals in life. That includes working with businesses of all sizes, families and individuals as well as non-profit organizations.

About

$50/hr Ongoing

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About Me I was born and raised in Essex in the south of England and moved to California in 1986. I love living here and consider the Bay Area to be a spectacular place to live and feel a great sense of community. A few years ago I came to the realization that I needed a solid financial plan for myself and my family's future. I was not pleased with many of the services offered to me at the time and decided to create a unique plan based on real life needs. I combine advice with money management education in order to assist my clients reach their goals and give them the tools they need to become financially independent. I focus my business on being a team member and coach for each of my clients in getting them to their dreams and goals in life. That includes working with businesses of all sizes, families and individuals as well as non-profit organizations.

Skills & Expertise

BenefitsBusiness PlanningCompensation ManagementCustomer ServiceEducation FundingFinancial EducationFinancial ServicesHealthManagementTax

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