Personal, Family, and Business Budget, Cash Flow, and Forecasting Education!

Financial Guidance and Small Business Support

Service Overview

I provide practical financial guidance to help individuals, families, and small businesses build a secure financial future. My service is tailored to your specific earnings, objectives, and circumstances, without selling investment products or promoting specific applications.

Credentials & Experience

With over 16 years in financial leadership roles at major motion picture studios, worldwide consumer brands, and defense contractors, I apply high-level analytical expertise to help clients gain confidence and control over their finances.

• Direct experience with construction/trade businesses, hairdressers, cosmetologists, content creators, nail salon owners, and restaurants.
• Fluent in Spanish: Hablamos Español!

Services Offered

• Developing monthly personal or business budgets
• Monitoring expenses and revenue
• Designing tailored cash flow or savings strategies
• Streamlining bill management and payment deadlines
• Structuring debt payoff plans (credit cards, student loans, medical bills)
• Providing instruction on Excel, Google Sheets, and budgeting software
• Helping identify spending patterns to regain financial command
• Organizing bookkeeping and strategic growth planning for small businesses

Pricing

My primary goal is to be of service. Fees are set flexibly based on your personal income or your business's revenue.

Contact Information

Please email me via the aaalist link provided to receive a brief introductory form. I will then arrange a convenient time to talk, including evenings and weekends.