Business Strategy & Creative Marketing for the Financial Services Industry

Hey there! I'm Rochelle, a Business & Financial Advisor dedicated to generating sustainable wealth. As a Business Advisor, I work with businesses to improve profitability by focusing on business strategy, operations, and marketing. I'm also extremely passionate about helping individuals achieve financial success. I serve as a Financial Advisor developing comprehensive financial plans, providing financial literacy trainings, and writing about complex financial topics. I'm also an advocate for creating multiple streams of income and building generational wealth.

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Business
Thinking About Buying an Existing Business?

Thinking About Buying an Existing Business? Do Your Research!

For potential entrepreneurs, buying an existing business may be the best way to get started quickly by skipping most of the startup work.

5 Things to Consider Before Starting Your Own Business

5 Things to Consider Before Starting Your Own Business

People, who choose to start a small business for a variety of personal reasons, should ask the following questions before getting started.

Top 3 Social Media Blunders to Avoid

Top 3 Social Media Blunders to Avoid

Social media is the most affordable marketing tool available to small businesses. Are you committing these social media blunders?

Personal Finance

5 Creative Ways to Avoid Holiday Debt

Five ways to plan ahead to prevent splurging, save money, and avoid acquiring more debt this holiday season.

7 Ways to Minimize Your Monthly Expenses

7 Ways to Minimize Your Monthly Expenses

One of the key steps to taking control of your finances is to figure out how to minimize your monthly expenses.

Six Steps to Launch Your Side Business

Six Steps to Launch Your Side Business

Learn how to start a side business while working a full-time job to generate extra income.

Taxes
Small Business Ready for Tax Season

3 Tips to Get Your Small Business Ready for Tax Season

Getting an early start to your taxes can help you minimize your tax burden and avoid the end of the year scramble.

Tax-Deductible Advertising Expenses for Your Business

Advertising your business can cost big money – the IRS recognizes these business expenses and may allow you to deduct the cost on your taxes.

Tax and Record Keeping Tips for Your Small Business

Tax and Record Keeping Tips for Your Small Business

Small business owners need to make sure they are paying what they owe and taking the appropriate deductions to reduce tax liability.