As a financial advisor with 12 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
Individual
Based In
Ottawa, Canada
Education
MBA in Finance, Harvard Business School
Language Proficiency
Vietnamese, Japanese
Experience
12+ years providing financial guidance to small businesses, with expertise in cash flow optimization.
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Years of experience
12
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
All Services & Prices
Starting at $1900
Financial Strategy Consultation
Price: $1900
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: $2430
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: $182 per hour
Regular consultation and advisory services for continued financial optimization.
Featured Work
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Frequently Asked Questions
Have you worked in my industry before?
I have extensive experience across multiple industries including finance, allowing me to bring diverse perspectives to your project. I quickly adapt to new industries by conducting thorough research.
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.
How do we communicate during the project?
I maintain regular communication through your preferred channel (email, phone, video calls, or project management tools). I provide weekly progress updates and am available for questions throughout the project.