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Skills

  • Financial Analysis
  • Financial Planning
  • Planning

Services

  • Financial Planning

    $70/hr Starting at $35 Ongoing

    Dedicated Resource

    From budgeting to savings and then applying to an investment plan to reach your goals. We will work closely and collaboratively so that your best "interest" is applied. (Yes, I am that corny!) I am glad...

    Financial AnalysisFinancial PlanningPlanning

About

"Not for the 1%"

In 2008 I was a mortgage loan officer, and because of the recession, many people needed extra counselling to qualify for a montage. I enjoyed helping them and decided to got my Financial Adviser Licence in 2011. I telecommuted from Germany as a financial adviser for a law firm. When we returned to the US, I started my own practice

Founded: 2017

Work Terms

We are strictly hourly - $70/hour flat fee

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