Brag about yourself - what makes you great at what you do?
I help families make "Conscious Money Choices". My expertise is creating an accurate picture of my clients spending habits and determining if the spending habits are in-line with their personal and professional goals.
What types of business contacts are you looking to make?
Financial Advisors
Insurance Agents
Mortgage Brokers
CPAs, Accountants
Social Workers
Psychologists
Any contact who knows of someone who might need some personal money management guidance.
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