

Bookkeeping for Startups and Small Business Owners
Coaching Professionals for A bright Financial Future


Example of Help Needed By Others

401K Investments
Should you invest in a 401K? If so, how much of your income? Where should you invest? When can you start withdrawing from 401K? Should your convert your IRA to a Roth IRA?
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Student Loan Payoff
If you have student loans, should you pay them off? How aggressive should you consider paying off loans against all other priorities?

Investment Planning
How can you start investing? Should you buy Stocks or Bonds or Cash Alternatives? Should to invest in a managed portfolio or manage yourself? What about hiring a financial advisor?

Retirement Planning
Have you started retirement planning, or are you thinking your retirement is decades away? If you have started, then do you know when you can retire? Do you have a detailed financial plan?

Estate Planning
What is an Estate Plan? Why do you need one? Are you thinking of gifting money to your kids? Or are you concerned with risk reduction?

Passive Income Generation
What is passive income? Why do you need a passive income source? How do you get started? How do you create a portfolio to generate passive income?
