Personal/Family/Business Budget, Cash Flow, Forecasting Education!

About This Services

Financial Advice for Individuals, Families, and Small Enterprises

Whether you are opening your first bank account, managing student loans, teaching your children about money, or overseeing your household’s monthly budget, I am here to assist. If you run a small business, let us ensure your records are accurate, grow at a manageable pace, and steer clear of the stress caused by disorganization. It is time to establish a strong foundation for your financial life or business.

Qualifications and Background

I provide practical financial guidance tailored to your earnings, objectives, and lifestyle. With over 16 years in finance leadership at three major film studios, global consumer brands, and defense contractors, I have developed the same models and tools used for billion-dollar decisions. Now, I bring this expertise directly to individuals, families, students, and small enterprises.

Services Available

• Creating a personal or business monthly budget
• Monitoring spending and income
• Developing a customized cash flow or savings strategy
• Organizing bills, payment dates, and recurring expenses
• Formulating debt repayment plans (credit cards, student loans, medical bills)
• Teaching Excel, Google Sheets, and budgeting tools
• Assisting you in understanding where your money goes and how to regain control

I do not sell investments or promote apps. My experience includes construction and trade businesses, hairdressers, cosmetologists, content creators, nail salon owners, and restaurants.

Pricing and Method

My service is priced based on your budget and is determined by your income or business revenue. My main focus is helping you, not earning a living from this.

Contact Information

Send me an email through the spotlifecenter link provided, and I will reply with a brief intake form. We will arrange a time that suits you, including evenings and weekends. We speak Spanish!