Microsoft Excel and Business tutor

About Jeffrey

It's never too early to get started on building your personal financial strategy. Unfortunately, your college coursework (and your current employer) likely neglects to address many of the hard realities that are essential to building the life-long planning function to secure your financial well-being.

Worse yet: Given the daily pressures of your job, your relationship and the monthly bills, it is daunting to even think about planning for 5, 10 or 20 years down the road. There's always time for that, right? Well, NOW is the time to begin. Let's leverage the power of TIME and PLANNING to chart a common-sense, no nonsense strategy towards financial planning and security.

Once we are aligned on your aspirations and priorities, together we will build an easily understood, customized roadmap that respects your limited time, and addresses the key elements of your financial security, to include:
- Where to start? Budgeting!
- Using technology to manage your planning
- Debt Management
- Building your Credit Rating
- Managing Life Events (Marriage, Kids, Career changes, First Home, New car, etc.)
- Initial and ongoing investment strategy
- Building wealth while still enjoying life
- Retirement Planning

Having recently completed a 27-year career in technology sales and sales team development, I recognized that too many ambitious, succeessful young people out there lack access to the resources and guidance to help them plan for their family's financial security. I would welcome the opportunity to put my experience to work for you. Managing your financial security is a life-long journey. You can learn the basics, by starting NOW, and actively planning for your success.

Here's how it works:

Let's sit down at Starbucks and get to know more about your goals and aspirations. Our first 30 minute consultation happens at no-charge to you, and the Macchiato is on me as well! Then, if you should decide you would like us to work together, we will:
- Customize subsequent meetings around the topics that are most important to YOU
- Build a roadmap of tactics that you can implement TODAY
- Provide you tools that you can use throughout your planning journey
- Develop savings / investment strategies that reflect your current financial situation
- Course correct as life happens, keeping you on-track and ahead of the game

I look forward to working with you.

========

DISCLAIMER:
The privacy and confidentiality of the data and information shared between us is of paramount concern to me. Be assured that NONE of your data or our discussion details will ever be shared with any on-line or public source, under any circumstances.