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English
$
USD
I will provide money discovery book and free financial zoom session
Senior HR Professional and Financial Coach with 20 years of experience
I have over 20 years of HR leadership & financial educator experience. I build HR systems from the ground up, handle recruiting, policies, employee benefits, handbooks, contracts, and employee relatio...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Are you ready to take control of your finances but don't know where to start?
For $5, you'll receive my Money Discovery Book, step-by-step guide to help you understand your money habits & start building a plan toward financial freedom PLUS a free one-on-one strategy session tailored to your situation.
What You'll Receive:
️ Instant download of the Money Discovery Book
️ FREE personalized financial overview with me (20 yrs of experience)
️ A clear strategy to help you align your goals with your current financial reality
During your FREE session, I can help you with:
- Retirement planning (401(k), IRA, 403(b), 457, pensions, etc.)
- Reviewing your current financial statements & accounts
- Life insurance, mortgage protection & final expense
- Long-term care & disability insurance
- College planning for kids
- Tax-free savings strategies & income planning
- Annuities with guaranteed income & downside market protection
- Protecting assets from probate with living trusts/estate planning
Why Work With Me?
With 20 yrs of experience, I've helped individuals & families grow, protect, & pass on their wealth. I don't believe in generic advice you'll get custom insights based on your finances.
Business type:
Startups
•
Solopreneurs
Industry:
Business services & consulting
•
Construction
•
Software
My Portfolio
Other Business Consulting Services I Offer
FAQ
What is included in the monthly subscription services?
The monthly subscription services include up to 15 hours of Human Resources services, such as recruiting & talent acquisition, onboarding checklists for staff and managers, HR form creation, employee handbook development, performance evaluation template creation or writing, compensation & benefits.
Is this service suitable for any type of business?
Yes, the Human Resources Monthly Subscription Services are suitable for businesses of all types and industries.
How will the services be provided?
The services will be provided remotely, through email, phone, or video conference calls.
How many revisions are included in the services?
I offer unlimited revisions until you are satisfied with the results.
Are additional hours available?
Yes, additional hours can be added upon request. Please contact us for more information.
