Emergency Debt Restructuring
Worked with the client under less than desirable circumstances to restructure current debt and maximize cashflow in the near term while mitigating risk exposure
Financial Advisor
Financial Analyst
Financial Consultant
Google Sheets
Microsoft Excel
Investor Pitch Deck
We worked together to create an investor pitch-deck for the client's e-commerce website with various financials and metrics.
Financial Advisor
Financial Analyst
Financial Consultant
Google Docs
Microsoft Excel
Microsoft PowerPoint
Personal Finance Session
We reviewed current savings and retirement options, which included a comprehensive spending analysis and budget template.
Financial Advisor
Financial Analyst
Financial Consultant
Google Sheets
Microsoft Excel
Quickbooks