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Personal Virtual CFO

We Foster Financial Independence

  1. Business plan write up.
  2. Financing
  3. Buying vs. Renting Homes
  4. Establish personal budgets = SAVE MONEY
  5. Insurance - Health/Auto
  6. 401k investments
  7. Cash management
  8. Credit card management
  9. Tax issues
  10. Compensation
  11. Legal
  12. Cash forecasts
  13. Networth forecasts