Introduction: After graduating first in my class from Umass in 2011, I went on to work at Raytheon Company (Now Raytheon Technologies; UTX), Watts Water Technologies (WTS), Puma North America (Puma SE), as well as 2 venture backed start-ups in the retail and ecommerce space, where we raised $75M+ while standing up the first year's of operations, processes and procedures, reporting, as well as all of the analytics and book keeping - phew!
I went on to launch 2 businesses on my own (one in the retail space - bought out; the other a service provider in personal wellness - still operating!)
My passion is in helping small businesses and individuals achieve success - however it is defined for them. From monthly personal financial budgeting and planning to forecasting a $100 million dollar e-commerce business capital utilization, it is all fun for me, although the latter is a bit more involved!
Personal Finance:
- Dealing with debt? Been there.
- Paying down or refinancing loans? Yup that too.
- Knowing how much to save for retirement? No Problem.
- Knowing how to allocate your monthly income so that you can achieve all of these things? That is what I do.
Business Planning and Financial Consulting:
- Business Plans - financial and operating
- Book Keeping
- Forecasting, budgeting, cash planning, analysis
- Financial Statement creation and working with tax accountants
- Running the business too!
I love helping people first and foremost. Finding a path to success (saving money, paying down debt, having a plan to profitability) is the best feeling in the world, or the worst feeling if you do not have a plan. It is often the unknown that scares us most, so I analyse all of your financial picture (income, expenses, obligations, etc) and organize it in a way that allows us to see exactly what it is you need to do, and allows you to manage it yourself thereafter. Seeing the look of relief and empowering feeling I can bring clients is second to none.
