As a financial advisor with 13 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type: Individual or Business
Business
Based In
Austin, United States
Qualifications
Bachelor's in Economics, University of Chicago
Language Proficiency
English
Experience
13+ years providing financial guidance to small businesses, with expertise in investment strategies.
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Years of experience
13
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Number of Employees
51-200 employees
All Services & Prices
Starting at $1400
Financial Strategy Consultation
Price: $1400
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: $1963
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: $169 per hour
Regular consultation and advisory services for continued financial optimization.
Featured Work
6 photos
See All
Frequently Asked Questions
What is your typical turnaround time?
Turnaround time varies based on project complexity. Simple projects typically take 1-2 weeks, while more comprehensive work may take 4-6 weeks. I always discuss timelines upfront and keep you updated on progress.
What happens if I'm not satisfied with the work?
Your satisfaction is my priority. If you're not completely satisfied, I'll work with you to revise the deliverables until they meet your expectations, as covered in our agreement's revision policy.
Have you worked in my industry before?
I have extensive experience across multiple industries including manufacturing, allowing me to bring diverse perspectives to your project. I quickly adapt to new industries by conducting thorough research.