Business Description:

The starting point of any financial conversation should be about learning about what is important to you. We'll look at where you are and where you want to be, and develop strategies to get you there. Here's how we'll get it done:

• Where you are today

Your plan will make the most of what you have, no matter where you're starting from, and give you a snapshot of the bigger financial picture.

• Where you want to go

Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, we will identify where your plan is strong and identify gaps or opportunities.

• A range of options to get you there

Our recommendations and approach will be personalized and customized, with your priorities driving each step you take. As those priorities change, we'll shift strategies while keeping you on track to meet your long-term goals. 

Fellow NAWBO member Kenyata Moore and I work as a team. We are looking to help NAWBO members and, specifically, women business owners address personal and business finances and the relationship between the two.