Fintech + Experience
old way – vs new way
What is advisory Accounting
Organize your finances
what is an app stack
QBO
Receipt bank
Other Apps
Create Wealth
If you want to set a path to where you want to go you first need to know where you are,
Personal net worth planning – Pyramid of power, – Now Where, How
Look at both personal finances and corporate
Personal- Mint
Corporate finances:
Minimize taxes receipt bank
Maximize expenses benchmark
how will you pay yourself – webinars
Investing – personal vs Corp – Webinars
Transform wealth into a legacy
Estate planning
Value Builder
Holding companies
Trusts
