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financial consulting

FINANCIAL CONSULTING SERVICES

Are you OVERLOADED WITH DEBT and not sure what to do? Let Marie Allen help you take control of your finances so that you can meet your personal objectives.
Marie specializes in making sense of numbers, particularly concerning business and finance. She holds a Bachelor of Science (B.S.) in Chemical Engineering and a Master of Science (M.S.) in Engineering Management, as well as a Juris Doctor (J.D.) and Master of Business Administration (MBA). While completing her graduate degrees, she worked for a Fortune 100 Company where she contributed to the areas of Business and Process Optimization.
With over 20 years of experience, Marie has provided guidance to more than 5,000 families.
Let her help you construct a plan to regain your financial freedom. Call Marie today!

BASIC STEPS FOR YOUR FINANCIAL SUCCESS

1.) Define your goals (Be sure they are specific, measurable, and have a completion date)
2.) Prepare a plan of action

  • a.) Identify all sources of income
  • b.) Compare your income to your expenses
  • c.) Review spending habits to help you control your money (Needs vs. Wants)

3.) Identify warning signs of too much debt that could prevent achievement of goals
4.) Take corrective action where needed.