Estate Planning & Probate

Estate Planning & Probate relates to Legal & Financial

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Founder & Finance / Capital Raising Expert

Hey everyone! I'm the Founder & Managing Partner of Auxo Partners. Auxo is a premiere financial management, capital raising, financial modeling, accounting, and M&A advisor to leading VC-backed startups and private equity groups. Auxo was involved in $100M+ in VC financings in 2023, and I've advised on $2B+ in M&A / debt placement transactions over my career. I'm also a mentor in Techstars's Atlanta and New Orleans programs. A prominent VC Auxo works with told me last year that we're "in the top 5% of financial modeling talent he's seen in his career". Now about you - we can talk about careers in finance or investing, raising capital for your company, accounting and financial planning, board & investor relations, acquisitions, etc. As a founder myself I've also learned a lot about sales, email marketing, content, legal, etc. and am happy to chat through life as an entrepreneur or refer you on to others in my network (legal, marketing, sales, Auxo if it makes sense) as needed.

Starting at

$62.50

for 15 minutes
Reviews

0

0 Reviews
CFO | accounting | capital raising | venture capital | financial modeling | Mergers & Acquisitio…

Financial Therapy Researcher & Educator

r. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ is an Assistant Professor at Kansas State University’s Department of Personal Financial Planning. She teaches courses at the undergraduate, graduate, and doctoral levels focused on financial well-being, financial therapy, and couple dynamics regarding finances. Dr. McCoy holds a B.A. in Psychology from The University of North Carolina and an M.A. in Marriage and Family Therapy from Drexel University. Dr. McCoy also attended the University of Georgia, where she earned a Ph.D. in Human Development and Family Science with an emphasis in Marriage and Family Therapy. She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™. During her doctoral program, she developed a specialization in financial therapy and client psychology. She had the opportunity to work with clients alongside financial planning students to treat clients’ financial well-being together. Observing and learning from financial planners’ work with clients enabled Dr. McCoy to gain more insights into the psychology of financial planning. She serves on the Financial Therapy Association's Board of Directors and was the past Associate editor of the Journal of Financial Therapy. She is currently co-editor for the Financial Planning Review. She was also a guest editor on a special issue on finances for Contemporary Family Therapy. Dr. McCoy’s research interests focus on financial therapy, financial well-being, and financial communication, as well as diversity, equity, and inclusion issues. She has published over forty articles in top-tier mental health, family science, financial counseling, and financial planning journals. This year, her research has won awards from the National Council of Family Relations and the Financial Therapy Association. Dr. McCoy has been awarded grants from the Financial Planning Association, the National Endowment for Financial Education, and FP Canada to continue research on how to integrate client psychology topics into financial planning to foster trust and commitment with clients. Dr. McCoy has also been featured as a financial well-being expert on the Today Show, NPR, BBC, the Wall Street Journal, and many other media outlets.

Starting at

$130

for 1 hour
Reviews

5

1 Review
psychology | financial wellbeing | financial therapy | couple dynamics | financial planning

Financial Wellness Coach

Hey there! I’m Lilias, and when it comes to money matters, I’m your go-to person. With a strong focus on money management and debt payoff, I’ve honed my skills in budgeting, saving, investing, to help you achieve financial goals. Throughout my own life, I’ve achieved some significant milestones that have shaped my expertise. I’m currently paying off $50k in debt, at over $2k you can follow along my journey on my IG, and even better start your own journey! Additionally, I’m also a real estate consultant with 20 years in the industry, managing over 200 homes as a Property Manager, purchasing and selling four homes for a profit exceeding $500k as a Developer and leveraging over $90 million of city funding into $4.5 billion of commercial development as a Public Private Partnership Advisor for the City of Charlotte. What sets me apart is my hands-on experience in overcoming financial challenges. I understand the struggles of debt repayment and the thrill of reaching financial milestones. My unique journey equips me with the knowledge and empathy to guide others in their financial journey. I specialize in assisting individuals who have taken the first steps towards financial stability but are seeking expert advice to propel them further. Whether you’re looking to tackle debt, save for a home, or enhance your investment portfolio, I’m here to provide tailored guidance and support. If you’re ready to take control of your finances and achieve your money goals, I’m here to help you every step of the way. Let’s work together to turn your financial dreams into a reality!

Starting at

$22.25

for 15 minutes
Reviews

0

0 Reviews
coaching | budgeting | personal finance | financial literacy | money management | wealth building

Financial Solutions Specialist & Special Needs Advocate

I have 16 years of experience as a licensed professional in financial services in the areas of life insurance, long & short term savings, debt elimination, retirement, & business solutions. I have solid referral relationships in the legal arena for estate planning. As a father to a child with autism, I I am especially passionate about serving special needs families. I’ve served on the Autism Parents Advisory board of Children’s Hospital of LA, have served as an Ambassador of Autism Speaks, run a men’s support group called The Den for dads & caregivers of those with special needs & I am the co-creator & co-host of a weekly podcast called Just Two Dads.

Starting at

$18.75

for 15 minutes
Reviews

0

0 Reviews
life insurance | financial services | long term savings | short term savings | debt elimination