C.P.A CFP®
Starting a new project or venture? Feeling overwhelmed by the details?
We create a team, to bring your new venture or project to market. Assisting with navigation of the numerous activities necessary to increase your potential success. WE know small business. And we know the small business marketplace, we have been assisting individuals make their dreams a reality for a decade...we are here to act as sounding board, provide guidance and navigation. We take our years of experience and leverage them for your success!
Financial Consulting:
Financial consulting is an approach designed to assist with a single question or life transitional moment. It may be one consultation or multiple. After our initial meeting we will make a determination as to the approach that fits best for your life and situation at this moment. This approach is a tool that allows us to focus on your goals, define your objectives, and then set in motion a game plan to achieve them or simply answer questions and dialogue about benefits and consequences. It is a flexible model adaptable to the need.Annual Priority/Goal Planning:
Do you vision well but have difficulty with the steps to get there? Are you self-employed, extremely creative but have a hard time developing a plan of action and/or sticking with it?
Design a yearly plan to make your Dreams a Reality. Loreine has developed a creative, intuitive, fun way to design your year. This is great for Highly Creatives and Multi Taskers. Loreine helps you determine your priorities then co-develops a plan of action. She takes into account your current life responsibilities and then overlays your career goals on top of this, so goals and life commitments are integrated. Fees for this service are quoted on a project by project basis.
What clients are saying about this process:
Loreine has created an amazing system to help you find or bring out your passions and get it on paper. This frees your mind and brings things in focus as the two of you together create a master plan for your year. Loreine uses her expertise as a financial planner, her very powerful left brain, her sharp right on intuition, and her ability to bring out clarity. My benefits have been: staying on track, making more money, more time, staying focused on the things I love, everything is clearer, my goals are in reach and I have a Plan! - Elaine D.