Introduction: I help businesses and individuals set financial goals based on an analysis of their market and their competition as well as their strengths.
Once we have set goals, I then analyze where you are and then create a plan to get from where you are to where you want to go. I then set up a process to monitor the progress throughout the year and make adjustments to the plan as required (just like we did at Boeing and Rockwell).
For individuals I can prepare a plan and teach the person to maintain the plan for as little as $500 so long as they are proficient in excel.