Take control of your Financial Health
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15 Minute Money Question
Get your money questions answered by an industry professional with a personal touch.
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30 Minute Consultation
One on one consultation with an industry professional. Take charge of your personal or business finances.
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1 Hour Consulation
Extended one on one consultation with an industry professional. Make meaningful progress towards financial health.
Description of Services.
Zoom/Phone Consults: Guidance on Personal and Small Business Financial Questions. $60/hour, or pro-rated at $1/minute. If question is beyond the scope of POC, then will help you find an appropriate expert to ask.
Budget Creation for Personal or Small Business: Send copies of 3 months of bank and credit card statements and POC will create a personalized budget for you, based on your actual expenses and income.
Goal Planning: POC will help you formulate financial goals and develop an action plan to meet the goals
Small Business Accounting & Tax Prep: Aid small business Sole Proprietors, LLCs and S-Corps with accounting/bookkeeping, tax prep, budgeting, profitability analysis, forecasting, goal setting
Personal Tax Organization Prep: Via Zoom can help clients organize what need for tax return preparation and record retention
Educational Speaker/Facilitator: Available to speak/educate about Finance & Organization at Events, Workshops, Seminars
Organizational Consulting: Help you with an action plan to get your home, office, and financial paperwork organized
Senior Care Planning: Help families strategize and make financial and logistical plans for aging and disabled family members
Home Renovation Budget/Plan Creation: Help clients create remodeling goals, creative cost saving ideas and budget prioritization