Personal Financial Planning

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We can help you...

  • Develop a plan to get out of debt by identifying your sources of income and analyzing your monthly expenses.    We can provide a game plan and certain resources so you can begin working toward financial independence.   It's not an easy process, but we are here help you get started!

  • Plan ahead for your child's college education by estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls, and considering general alternatives and strategies to help address these potential shortfalls.

  • Achieve your dream of starting a business by determining the best business model for you, and walking you through each step of setting up the business.   We can provide spreadsheets and resources, and will answer any tax and administrative questions you may have about the startup process.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a free consultation below.

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Alex Pappas CPA, 502-C Red Banks Road, Greenville, NC 27858
Phone: (252) 227-4111 | Fax: | Email:
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