Here I have decided to take a moment to stop and introduce myself a little and discuss my credentials. First, I have been employed by the federal government since 1999 as either a bank examiner or a working in contracts. Currently, I award and oversee about $100 million in contracts on an annual basis. I work with legal documents and have to balance numbers on a consistent basis. In my spare time, I write for this blog and publish books that are available on Amazon.com. All of my writings deal with personal finance topics. I am also a Certified Public Bookkeeper who works with small businesses and prepare individual and small business tax returns. I am also a licensed Life Insurance Agent in my home state of Tennessee that allows me to evaluate your life insurance needs.
Now some of where I want to go with this site and my endeavors. But before we get into that let me explain a little more about my credentials and why I am qualified to assist individuals and small businesses in their financial needs. I graduated with high honors with a Bachelor of Science in Business Administration from Haskell Indian Nation University in Lawrence, Kansas. I further my education at Strayer University in Washinton, D.C. graduation with honors obtaining an MBA and a Master’s of Science in Public Accounting. Then I recently finished my third, advanced degree with a Master of Science in Financial Planning from highly acclaimed business school Bently University in Waltham, Massachusetts.
In my free time, I am constantly reading books and articles on personal finance issues to advance further my understanding of what is current in the finance world. So between my work experience, my education and personal endeavors I am more than qualified to aid and assist individuals in creating and preparing a comprehensive financial plan. It does not matter if you are a recent college graduate or nearing retirement I can assist you in achieving your financial goals.Looking to buy a house? Buy a new car? Needing to deal with student loans? Do you, like many people, have some credit card debt? By working with you, I can develop a system to help you achieve all of these things and even begin to save for your retirement.
So how do I do this and separate myself from other planners? Well, to help individuals get out of debt I offer a free budget spreadsheet and a snowball debt reducer spreadsheet just for signing up for my email newsletter. But if you really want to get on top of your finances I recommend you definitely get the snowball debt reduction spreadsheet, and I highly recommend an affiliates group of spreadsheets from Simple Planning which you can get lifetime updates and online storage for $60 at www.bit.ly/2q7dbjS. Then I take the information from those spreadsheets, ask questions, and then use a planner software package to create an individualized plan just for you.
Normally financial plans like the one I am offering start in the thousands of dollars, and as I am starting out in in-depth planning, I am offering these plans for an introductory price of $350.I believe in the fiduciary method os planning where I only make suggestions based on what is best for you, and as I am a strict fee-only planner, I will never benefit from the suggestions I make in the plans I produce. As for investments, I suggest the use of low-cost index mutual funds or exchange-traded funds to invest in as they offer returns that are superior to a collection of individual stocks on the whole.
The choice is yours when it comes to your financial future, but if you are like so many people, a little extra help and guidance is never a bad thing. Many people do have a good handle on their finances and believe that they do not need the assistance of a financial planner, but that is not always the case. A financial planner can look at your situation and provide unbiased opinions and suggestions that may be of great benefit to you.And I know in my work as a federal employee it is always best to have a second set of eyes look at complex situations, and that is what I am offering with my introductory price of $350 for your own personalized financial plan.
So do not delay and contact me today to set up an appointment either on the phone or over Skype to discuss what it is you need and what I can do for you and your situation. Email me at kirk@kirkgmmeyer.com to set up your appointment today. And the best thing is I do these in my spare time in the evenings and on the weekends so you will not have to adjust your schedule to avoid taking time off from your work.
