BUSINESS SERVICES · PERSONAL FINANCE · FINANCIAL WRITING · TAX PREPARATION & PLANNING

I’m a business & wealth advisor dedicated to helping people improve their current financial situation and build sustainable wealth. Through customized personal finance counseling, I help people develop a practical financial plan to meet their unique financial goals. I work with small businesses offering strategic financial management solutions. As a financial writer, I write dynamic content breaking down the complexity of various financial topics.

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  • Business Services

    Business Services

    • I specialize in helping small businesses improve internal financial and management operations, minimize tax liability, and maximize cash flow.
  • Personal Finance

    Personal Finance

    • As a personal finance advisor, I work to build sustainable wealth by reducing debt and creating realistic and actionable financial plans.
  • Financial Writing

    Financial Writing

    • Writing about complex financial topics can be challenging to make it easy to understand. I write about business, taxes, and personal finance.
Personal Finance

5 Creative Ways to Avoid Holiday Debt

Five ways to plan ahead to prevent splurging, save money, and avoid acquiring more debt this holiday season.

7 Ways to Minimize Your Monthly Expenses

7 Ways to Minimize Your Monthly Expenses

One of the key steps to taking control of your finances is to figure out how to minimize your monthly expenses.

Six Steps to Launch Your Side Business

Six Steps to Launch Your Side Business

Learn how to start a side business while working a full-time job to generate extra income.

Business Management
Small Business Ready for Tax Season

3 Tips to Get Your Small Business Ready for Tax Season

Getting an early start to your taxes can help you minimize your tax burden and avoid the end of the year scramble.

Tax-Deductible Advertising Expenses for Your Business

Advertising your business can cost big money – the IRS recognizes these business expenses and may allow you to deduct the cost on your taxes.

Tax and Record Keeping Tips for Your Small Business

Tax and Record Keeping Tips for Your Small Business

Small business owners need to make sure they are paying what they owe and taking the appropriate deductions to reduce tax liability.