Services

I will help you create an 8-section business plan. This is useful for small businesses that are growing and moving aimlessly, and also for new small businesses that need a guide. The business plan will serve as the ‘spine’ of your company and provide a guide that will allow you to make quicker and better decisions relative to your goals.

Price: Starts at $40/hour (negotiable). Includes a guide pdf.

Have a conversation with me about investing. This could pertain to your investments, learning how to invest, or maybe you’re just curious about what I do.

Disclaimer: I will not offer you financial advice, I will just speak on my personal experiences and possibly share an opinion based on my personal experience. Please do your own research because I am not a financial advisor. Invest at your own risk.

Price: $15 per 30 minutes (negotiable)

The presentation will cover all the basics for getting started with investing and prepare you for stock research, reading news, developing a strategy, and even developing a mindset.

Disclaimer: This is not financial advice, I will just speak on my personal experiences and possibly share an opinion based on my personal experience. Please do your own research because I am not a financial advisor. Invest at your own risk.

$30 for 30 minutes (approximately includes a 20-minute presentation + 10 minutes to ask questions and talk). Slide deck is not included.

Have a conversation with me about your financial situation. This may include budgeting, savings, goals, lifestyle, etc. You may not ask any investing-specific questions.

Disclaimer: I will not offer you legal financial advice, I will just speak on my personal experiences and possibly share an opinion based on my personal experience. Please do your own research because I am not a financial advisor.

Price: $10 per 30 minutes (negotiable)

We will discuss what a recession is and why it should be important to you. This may include developing adjustments to your lifestyle, budget, investments, etc. You may gain a wealth of knowledge about recessions and past data from this conversation.

Disclaimer: I will not offer you financial advice, I will just speak on my personal experiences and possibly share an opinion based on my personal experience. Please do your own research because I am not a financial advisor. I am not responsible for any loss you incur.

$25 for 30 minutes