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Services Available

Life Plan Checklist Consultation

Your life, your goals, your future—let’s map it out together. This in-depth consultation is designed to provide clarity and structure around key aspects of your financial and personal well-being. During our conversation, we’ll cover:

✔ Life & Financial Goals – Define your vision and set a path for success.

✔ Insurance Needs – Identify the best health, life, and supplemental coverage.

✔ Financial Obligations & Budgeting – Get tailored tools to manage expenses wisely.

✔ Savings & Retirement Planning – Secure your future with strategic planning.

✔ College & Legacy Planning – Prepare for education costs and generational wealth.

✔ Final Expenses & Estate Planning – Ensure peace of mind with Will & Trust guidance.

At the end of our session, I’ll compile a personalized roadmap with recommendations on the best financial tools, insurance options, and planning strategies to support your journey. Your future starts with a plan!

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Health

Future

Lifestyle

Self-Employment Coaching

Break free from the 9-to-5 and take control of your income. This consultation is designed for those who are ready to transition into self-employment and build multiple streams of income. Whether you want to replace your current job or simply create financial flexibility, I’ll walk you through practical steps to establish your own business and various income sources.

✔ Find Income Streams – Explore opportunities in industries like insurance, affiliate marketing, mystery shopping, and more.

✔ Monetizing Skills & Passions – Identify what you enjoy and turn it into a profitable venture.

✔ Building a Sustainable Business – Learn how to structure your business for long-term success.

✔ Maximizing Affiliate & Passive Income – Discover how to leverage partnerships for ongoing earnings.

✔ Time & Financial Freedom – Design a lifestyle where you control your schedule and income.

At the end of our session, you’ll have a customized plan outlining clear steps to start and grow your self-employment journey—without the constraints of a traditional job. Your path to financial independence starts now!

Freedom Please!

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UWE / UCES

Vantage

LifeWave

Small Business Efficiency & Optimization Consulting

Work smarter, not harder—streamline, save, and scale. Running a business is more than just day-to-day operations—it’s about efficiency, profitability, and sustainability. I help small businesses take a deep dive into their processes, technology, and overall structure to identify cost-effective and more efficient ways to operate. Whether you need a full overhaul or small adjustments, I provide strategic insights to optimize your business.

✔ Business Process Analysis – Identify inefficiencies and implement smarter workflows.

✔ Technology & Software Audit – Assess current tools and recommend cost-effective, high-performance alternatives.

✔ Operational Restructuring – Streamline roles, responsibilities, and processes for maximum productivity.

✔ Expense Reduction Strategies – Cut unnecessary costs and improve profit margins.

✔ Automation & System Integration – Leverage automation to save time and reduce manual tasks.

✔ Scalability Planning – Position your business for growth with sustainable strategies.

At the end of our session, you’ll receive a tailored action plan to implement immediate improvements and long-term solutions—ensuring your business runs efficiently and profitably. Let’s transform your business into a well-oiled machine!