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Say hello to your new personal accountant!
Here to help you know your numbers & maximize your Net Worth!
Please complete this form and I will reach out to you via email.
Location (City, State or Country)
15 and under
How did you hear about this website?
Please select any and all that may apply:
What Personal Finance service(s) do you need?
Coaching & Mentorship
Bookkeeping/Budgeting "your own personal accountant"
Education on Stocks
Education on Stock Options
Education on Cryptocurrencies/Bitcoin
Guidance on Retirement Accounts
What Real Estate or Small Business service(s) do you need?
Real Estate: 'How to get started'
Real Estate: Bookkeeping for RE investors & homeowners
Real Estate: Analysis for potential investment
Real Estate: How to become AirBnb Superhost
Small Business: Entrepreneur Starter Kit
Small Business: Bookkeeping and Data Analysis
Small Business: Business Plans
Small Business: Website development & Marketing
Small Business: Growth services & Consulting
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