FINANCIAL CONSULTATION SERVICES

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Financial & Business Consulting – I work with Businesses, for site purchase, account set up, quarterly & yearly tax preparation, Business expansion and relocation, employee retention/health & retirement management. I have a strong background of assisting small businesses to clarify, maintain/manage and expand their yearly goals and integrate for a solid long term business plan. My passion is the Longevity of Small Business in my community, the Pacific Coast Region of Oregon, California & Washington.

If you are interested in a consultation with me first call or email and please be prepared to evaluate and list your financial concerns in order of their significance and importance to you. Such as employee turnover, business cost overruns, acquiring health and retirement for yourself & employee’s.

If you have no idea where to start we can begin by discussing what is most pressing for you. That way we won’t waste your precious time getting to the nuts and bolts blockages or your bottom line. We will discuss every aspect of your financial situation and together come to solutions for each concern.  What you can expect to walk away from after the consultation is clarity on what is most important for your continued financial success and what further steps you can take to begin or improve your business grows, and ultimately your personal wealth and prosperity.   Including – income, savings, investments and retirement.  Consult via phone or Skype.

½ hr     $35.00                1 hr. $65.00

Business Consultation – Be prepared, evaluate and list your business concerns in order of their significance and importance to you. If you have no idea where to start we will begin by discussing what is most pressing for you in your business. Bring, mail or email financial statements for your small business.  That way we won’t waste your precious time getting to the nuts and bolts blockages or your bottom line. Whether that is employee turnover and retention, evaluating exactly what is limiting the flow of increasing your customer or client base, or whether & how to expand or downsize your current business.

Ever wondered if you could negotiate better in lease agreements, business contracts and when or how to expand. Again one of my specialties.  I excel at signing the deal – whether this is helping the small business owner expand and maintain clients in their current market or increasing the product line, client base, business interaction.

We will discuss the next phase or plan for your coming year.  What you can expect to walk away from after the consultation is greater clarity and clear direction to take your business and simple steps you can take to begin to improve your business for you, your employee’s, your location and increase the ROI (return on your investment) . Consult via phone or Skype.

½ hr. $65.00     1 hr. $125.00     $225.00/hr. site visit & re-organization @ business

Real Estate/Mortgage/Financial Bottom Line Consultation – One of my SPECIALTIES! Ever wondered if you could have gotten more for your home, land or building real estate sale?  Have you ever walked away from a purchase and wondered if you could have spent less? Working on a big business deal and need more clarity on what the bottom line investment should be?  We will discuss your current transaction, what your financial investment is and where you want your potential financial investment to be.  You can expect to walk away from this consult with greater clarification on what to offer or receive in any financial transaction.  Consult via phone or Skype.

½ hr $65.00     1 hr. $125.00     $225.00/hr. on-site visit      $350.00/hr. on-site                                                                                                                                                    negotiation

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