Financial Planning

  • Develop Comprehensive Financial Plans and Estate Plans
  • Implement, Monitor, and Re-Assess Plans
  • Lead & Oversee CPG team of Expert Partners (Legal, Tax, Insurance, Investment)

Business Strategy

  • Business Models, Financial Systems, Operating Policies & Procedures
  • Risk Management
  • Business and Strategic Planning

Asset & Liability Management

  • Manage Cash, Bill Payment, Bookkeeping
  • Maximize Assets and Minimize Liabilities & Expenses
  • Review of Balance Sheet, Income Statement, and Cash Flow Projections

Community Engagement

  • Create Community Partnerships
  • Integrate Partnerships fully into Marketing Strategy
  • Charity Events

Public Speaking

  • Deliver Polished Speeches, Pitches, Presentations
  • Speech Writing
  • Host Live Auctions for Non-Profit Organizations