Frequently Asked Questions

---

Hi! I’m Cat I. and I'm the nerd you need! An ethical Finance Professional with over 25 years of experience in a vast array of industries such as Non-profit, Grants, Consulting, Manufacturing, Medical/Hospital, Retail, General Contracting, Securities Operations, Graphic Design, e-commerce, HR, IT and Corporate Accounting to name a few. 

Our areas of expertise are investments, interim roles, budgets, grants, creative avenues for growing your business, treasury, handling large amounts of data, creating an easily digestible explanation of accounting complexities, technical and transactional accounting, reconciliations, technology, software/hardware conversion, consulting, training, HR and special projects of any nature. 

Yes! Everyone can benefit from financial advising. I can help you make your best financial decisions at any income level.

We will work with you to help you establish the right balance of risk to reward for your investments. 

Life insurance is an important part of planning your estate and protecting your legacy. So, yes!