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. Â It shows documentation for Business and Personal...
Resilience Assessment for the Personal Finance ConsultingThis is a tool to self-assess your financial resiliency. Â 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...