A Consultant who puts your best interests first
The right financial tools and solutions can help you grow and where you want.
The Value of
Verlin Taylor
Verlin Taylor, the principal with Money-MGMT, has over 18 years of experience in financial services. He has worked for ACS, Bank of America and Citigroup in analytics, finances and lead roles.
Money MGMT specializes in providing budgeting, KPI tracking, risk management, and treasury services.
The company focuses on super serving prospects and clients by conducting fact-finding meetings, fulfilling current wants and identifying long-term needs. The relationships consultants build with clients is one of high integrity and honesty and not pressured sales.
Business financial advice
Services
Business advisory call
($160 per hour)
- Handling (BI) Claims
- Profit and Loss Review
- Resource Recruiting
- Risk Assessment
- Tax Planning
Fractional CFO
(capacity - 3 clients)
- Retainer @ $175 per hour
- Budgeting
- Cash Flow Management
- Risk Management
- KPI Tracking and Dashboards
- Banking and Treasury Function
- Vendor Management
One off
assignments
- Appraiser ($175 per hour)
- Expert consultant ($400 per hour)
- Expert Witness ($450 per hour)
Our Promise
Empowerment
People who feel empowered in their financial lives experience more joy, peace, satisfaction, and pride concerning their finances.
Transparency
Involving the clients in the financial planning process, helps them gain a sense of control over their financial destiny,
Partnership
Willingness to let someone in who will help make decisions that propels the business towards a positive, successful future.
Growth
Businesses that work with a consultant are more likely to know how to balance spending now for development and execution later.
Your Nationwide Business Financial Consultant.
“Begin your journey to a better life with peace, love, beauty, and happiness”