PERSONAL SERVICES INCLUDE:

• Resume Clinic Services

• Financial Planning Consulting

Comprehensive Financial Consulting - Full financial consultation, analysis, and recommendations.

Targeted Financial Consulting - Targeted goal setting and consulting.

Comprehensive and targeted financial consulting can cover all or some of the following areas: Goal Development, Cash and Debt Management, Risk Management, Investments, Retirement Planning,Tax Planning, and Estate Planning

ORGANIZATIONAL SERVICES INCLUDE:

• Program Development and Implementation

• Organizational Evaluations - Analysis of current systems, practices, and policies

• Organizational Budgeting and Financial Planning - Budgeting and financial evaluations

• Data Analysis and Reporting - Financial and corporate data mining, analytics, and reporting

• Data Project Proposal and Implementation Support - Proposed analysis and modeling for decision making and project monitoring

• Strategic Planning - short term and long term vision, goal, and performance management planning

• Proposal Implementation Support - Proposal implementation support including but not limited to strategic plan drafting, data collection, systems implementation, trainings, and more as determined by your personal and organizational needs.

DEVELOPMENT SERVICES INCLUDE:

• Onsite or Virtual Training - We offer a number of trainings that cover the spectrum of services we provide such as strategic planning, communication, team building, progress monitoring, and more. We would love to educate your board, staff, and team in any of these areas to support their growth and development.

• Speaking Engagements - We would be honored to speak at your upcoming events. Our portfolio includes speaking on topics of financial planning, personal growth, and business development.

• "Be B.O.L.D" Financial Literacy Series - We would love to bring our Be B.O.L.D Financial Literacy Series to you! During this series, we cover an array of financial literacy topics, hands-on financial planning and one-on-one coaching. This series can be augmented to fit your audience's needs.