Personal Financial Advise

$250.00

With “Personal Financial Advise” services you get a one-time meeting with an accounting and tax professional (not to exceed 2 hours) who is experienced in personal and business finances. What to expect:

  • Current Personal Balance Sheet Statement (Draft Version) to better understand financial position and evaluate net worth.

  • Statement of Cash Flows (Draft Version) to investigate cash in/out movement and determine if there is an income or overspending issue.

  • Debt Evaluation and plan to reduce it as much as possible, ideally to ZERO in an specified amount of time based on preference.

  • Home Purchase Down Payment Saving Plan or Faster ways to pay mortgage.

  • Day-to-day savings advise and tax savings strategies if applicable.

***This service is ideal for individuals with no business involved, it can either be a wealthy individual with high net worth or a struggling family who is ready to break the cycle***

With “Personal Financial Advise” services you get a one-time meeting with an accounting and tax professional (not to exceed 2 hours) who is experienced in personal and business finances. What to expect:

  • Current Personal Balance Sheet Statement (Draft Version) to better understand financial position and evaluate net worth.

  • Statement of Cash Flows (Draft Version) to investigate cash in/out movement and determine if there is an income or overspending issue.

  • Debt Evaluation and plan to reduce it as much as possible, ideally to ZERO in an specified amount of time based on preference.

  • Home Purchase Down Payment Saving Plan or Faster ways to pay mortgage.

  • Day-to-day savings advise and tax savings strategies if applicable.

***This service is ideal for individuals with no business involved, it can either be a wealthy individual with high net worth or a struggling family who is ready to break the cycle***