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

About This Service

Need assistance managing your finances? Allow me to guide you, your family, or your business toward a more secure financial future.

From setting up your initial bank account and understanding student loans to teaching kids about money and handling household budgeting—I am ready to provide support.

If you operate a small business, that is excellent. I can assist in organizing your bookkeeping, planning growth strategically, and preventing the stress that comes from financial disarray.

I have direct experience working with construction and trade businesses, hairdressers, cosmetologists, content creators, nail salon owners, and restaurants.

Now is the moment to strengthen your small business, compete effectively in the marketplace, and establish your brand upon a stable financial base.

I do not sell investment products or promote specific applications. Instead, I provide practical financial advice designed around your earnings, your objectives, and your personal circumstances.

Areas Where I Can Offer Support:

• Developing a monthly budget for personal or business use
• Monitoring expenses and revenue
• Designing a tailored cash flow or savings strategy
• Streamlining bill management, payment deadlines, and regular costs
• Structuring debt payoff plans for credit cards, student loans, or medical bills
• Providing instruction on Excel, Google Sheets, and budgeting software
• Helping you identify spending patterns and regain command of your finances

My Background

With over 16 years in financial leadership roles at major motion picture studios, worldwide consumer brands, and defense contractors, I have developed the same analytical models and tools that drive significant corporate decisions. I now apply that expertise directly to assist individuals, families, students, and small business owners in gaining confidence and control over their financial lives.

Ultimately, I encourage you to reach out for a conversation. My primary goal is to be of service, not to depend on this for my livelihood. Accordingly, my fees are set flexibly based on your personal income or your business\'s revenue.

Please email me via the aaalist link provided, and I will send a brief introductory form. We can then arrange a convenient time to talk, including evenings and weekends.

I look forward to the opportunity to collaborate with you. Hablamos Espanol!