Financial Intake WorksheetHi. I'm Michelle. I first starting working in personal finance in 2014. I was an Army Civilian employee and we had some awesome resources...
Tax Prep ChecklistDownload my tax prep spreadsheet to make sure your gather the correct documentation. It shows documentation for Business and Personal...
Resilience Assessment for the Personal Finance ConsultingThis is a tool to self-assess your financial resiliency. Once completed, my job is to help increase your resiliency through different...
Cutting costs: maximizing resultsThis is your blog post. Great looking images make your blog posts more visually compelling for your audience, so choose media that really...