Champion Financial Consulting, LLC is created to 'fill the gap' that exists in the underserved financial services market - the market where some income earners do not normally receive professional financial advice and have a less-than-adequate knowledge of personal finance and managing their possessions. The Champion Mission: design and deliver comprehensive programming in financial education, financial literacy, and stewardship for individuals, households, groups, and organizations that motivate and influence their members, patrons, and employees to take positive action toward improving their current financial situation, build a culture of financial wellness, and ultimately build financial wellness champions.

EDUCATION: in life insurance planning and personal finance (debt management).EQUIPPING: proper placement of insurance and income for life, as well as, debt management plan to reduce or eliminate debt. ENGAGEMENT: financial needs analysis (amount and type of insurance needed) and (amount and source of lifetime income needed). "LIVE WITHIN YOUR MEANS, MANAGE MONEY AND PROPERTY WISELY, GIVE GENEROUSLY."

Conduct financial education classes and presentations utilizing the FDIC Money Smart financial education curriculum at volunteer and small business locations. Topics include budgeting, debt management, credit management, type of financial institutions, borrowing, identity theft, and consumer protection,

Contacted and met with clients to build rapport and establish effective communications to match financial product with client financial goals and objectives for financial product purchase.

Assisted CFP® in creating financial plans using the MoneyGuidePro financial software to assess a client's financial assets and liabilities to determine the best investment strategy to meet the client's financial goals.

Assisted CFP® in client relationship management through the creation of new client records, updating existing client records, file reconstruction, and in making follow-up phone calls to validate client information.

Prepared federal income tax returns for individuals and small businesses. Computed tax owed/overpaid. Interviewed clients to determine income, expenses, and, allowances. Used adjustments and deductions to minimize client's taxes.