Financial Strategist

As a Financial Strategist, I assist my clients with creative methods to pay bills, rid unnecessary or illegal surcharges and avoid debt enforcements.

In cases where the debt enforcement office is already involved, I overtake the payments, propose and recreate new and manageable payment plans to dissolve the debts.

“In a time when life can be so chaotic, it is natural for people to become distracted and unable to manage their finances. This does not mean that they are irresponsible, unexpected expenses are the main culprits that create financial instabilities, naturally people plan ahead for birthdays, anniversaries, Easter, and Christmas, but when a household appliance suddenly breaks or car problems occur or something of urgency with detriment cost makes a demand, oftentimes no money is reserved, and it is at these points people naturally borrow from themselves by delaying one bill to pay another. Trying to catch up seems like an endless effort, reminder letters and surcharges create confusion and soon people are overwhelmed with outstanding balances, drowning in debt and not knowing where to start or how to start paying; this is where I come in.”

My Philosophy

I believe in applying the most important ingredient for successful business, which is ‘trust’.

Many Financial Managers and Strategists have played dress up in expensive suits while wearing confidence to attain businesses, and although some may be genuine, there are those whose intention are to selfishly swindle from their clients while creating more debts than lessening them.

And for this reason, my selling point relies solely on trust; my clients have trusted me and I have equally trusted them, a partnership which always resulted in satisfaction for both myself and them.

Of course, establishing trust requires taking an initial chance.

I encourage all new clients to either take baby steps until comfort is felt with my business manner or investigate my success record and client reviews.

My business ethic is simple: 100% professionalism and confidentiality.