Evaluates life stages of individuals and organizations.
Designs specific presentations tailored to needs.
Delivers seminars that will be informative and engaging.
Discusses entire financial health picture.
Reviews fitness utilizing evaluation tool.
Provides options for potential improvements and satisfaction.
Utilizes experience and knowledge of financial services industry.
Guides and suggests financial health plan.
Follows up with assistance post-plan as necessary.
Evaluates urgency of budget demand.
Educates on budget elements.
Ensures ability of self-sufficiency.
Provides mobile notary assistance.
California certified only.
Fee(s) based on per notary signature, including travel mileage.