Financial Planning

 

Create a Prosperity Plan for your finances to

Generate more wealth and higher prosperity. 

 

This Planning Includes:

1. Setting Goals for your Current and Future Financial needs

2. Review of your income and expenses, debt and assets, as well as tax strategy to generate the best plan for your Financial Success

3. Creating a strategy to Maximize your Wealth, Reduce Debt and Create the Financial Plan that you need for your Future

 

Business Consulting & Outsourced CFO Support

 

Create a plan for your Business to

Increase Profitability, Retain More Wealth through

Improved Financial Systems  

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Includes Review and Management of:

• Financial Department Systems & Procedures

• Cashflow, Budgeting & Profitability Development

• Internal Controls, and Compliance Oversight

• Expansion & Strategic Planning for Increased Funds

Core Values

What Customers are Saying

 

"She is intelligent, a whiz with numbers and looks for ways to save you money as her mission in life is to help people prosper. I highly recommend her!"  - Amrit Kaur

 

"Three years ago you got serious with me regarding my "retirement savings"..... you suggested some serious planning & investing. At first I didn't like to hear about it - I wasn't that old ..... but it made me shift my focus. I invested in a rental property; it worked out, my ROI was excellent and I decided to do more of it. At that point you showed me the tax savings I could reap as a secondary benefit... I wish I had done it years ago - thanks for that push you gave me! I found my own style of "retirement"" - Siri Pritam

"It was so refreshing to work with a financial advisor who really understands our spiritual values and goals...I so highly recommend setting up a session with Guru Kirin!" - Ad Purkh

 

She "is a confidence building guide for financing and building big dreams and visions...I would recommend her highly to anyone seeking more empowerment around finances and abundance." - Mary Arose

 

"She was instrumental in bringing profitability to our organizations." - GRK

 

"I HIGHLY recommend...She is good, fast, to the point, very intuitive, and gave me some great new perspectives on how to manage, and enjoy money and get the best out of it " - Siri Dyal

 

Questions?  Contact me below

 

GuruKirin K. Khalsa

GK Khalsa is a CPA with an Masters in Business Administration and over 20 years of experience.

 

Email

cpa@gkhalsacpa.com

Call

(505) 620-4471