營業時間
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星期日
店休
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星期一
上午9:00 - 下午9:00
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星期二
上午9:00 - 下午9:00
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星期三
上午9:00 - 下午6:00
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星期四
上午9:00 - 下午6:00
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星期五
上午9:00 - 下午12:00
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星期六
上午10:00 - 下午3:00
公司資訊
We POSITION your financial strategy for maximum impact. We serve individuals, families, and businesses. Our obsession is to create sound and defensive strategies for protecting and accumulating money. We assemble the right RESOURCES to achieve results. This is our mission. We NURTURE big opportunities until they close for High Net-Worth clients and Foreign Nationals up to $20MM.團隊組成
RJ Whitehurst
RJ The Money Maven
Charlotte, 112 South Tryon Street, Suite 1500
RJ Whitehurst
We POSITION your financial strategy for maximum impact. We serve individuals, families, and businesses. Our obsession is to create sound and defensive strategies for protecting and accumulating money. We assemble the right RESOURCES to achieve results. This is our mission. We NURTURE big opportunities until they close for High Net-Worth clients and Foreign Nationals up to $20MM.
Crystal Passmore
RJ The Money Maven
Charlotte, 112 South Tryon Street, Suite 1500
Crystal Passmore
Crystal Passmore is the CEO and Principal Consultant of Evolution Financial & Business Services LLC, a Financial Advisory and Consulting Firm dedicated to maximizing cash flow by supporting a solid financial foundation for businesses and families. She has 25 years of experience working with multi-billion-dollar corporations with 15 of those years, specifically in Accounting and Finance roles. As such, she has been heavily involved in operations, finance, accounting, budgeting, systems integration, process & procedure creation and policy implementation, and project management.
Ms. Passmore also has more than 8 ½ years in the financial services industry with hands-on market analysis and budgetary management experience. As a consultant, she has worked with billion-dollar national organizations as well as small pre-startup businesses within various industries to assist them with business planning, financial strategies, wealth management, and lending services. She has received several rewards for significant business impact and saved companies millions. Her experience has allowed her to obtain a unique and broad range of skills and knowledge, that provides here with the ability to strategically evolve anyone’s financial positioning. She is dedicated to putting businesses and families first! She has a passion and drive to help her clients realize a powerful financial future.
Crystal obtained a BS in Accounting with a concentration in money and finance from Guilford College. She will receive a certification in Financial Compliance and Regulation from Boston University School of Law in the Spring of 2019 and is a fully licensed insurance agent.
She is a member of the National Association of Professional Women, The Association of Finance & Accounting and holds a Lean Six Sigma Yellow Belt. Crystal also serves as a business counselor at CPCC, providing expertise in the areas of finance, accounting, financial literacy, and business plan development.
Shifa Ali
RJ The Money Maven
Charlotte, 112 South Tryon Street, Suite 1500
Shifa Ali
熱門服務
Discovery Session
90 分鐘
As a result of our team's first-hand experience as deal makers and sales-process engineers to know what works best and the obsession to figure out your specific process until you get results, you achieve more profitable outcomes, We meet with yo
RJ The Money Maven
Charlotte, 112 South Tryon Street, Suite 1500
Discovery Session
As a result of our team's first-hand experience as deal makers and sales-process engineers to know what works best and the obsession to figure out your specific process until you get results, you achieve more profitable outcomes,
We meet with you to POSITION your business financial strategy possibilities for maximum impact. Serving individuals, families, and businesses. Our obsession is to help you create sound and defensive strategies for the creation, accumulation, and conservation of wealth. We assist you and your team in discovering the right RESOURCES to achieve results. This is our mission. We NURTURE small ventures for startups with growth trajectories and see big opportunities through until they close for our High Net-Worth and Foreign National clients up to $20MM.
60-day Retainer Agreement
180 分鐘
WHAT'S OUR UNIQUE METHODOLOGY?We call it the ‘Theatre of Success’. It allows us to get in front of 98% of our target clientsWe just don’t give you ideas and bolt on sales tools, we mastermind and execute strategies along
RJ The Money Maven
Charlotte, 112 South Tryon Street, Suite 1500
60-day Retainer Agreement
We call it the ‘Theatre of Success’.
It allows us to get in
front of 98% of our target clients
We just don’t give you ideas and bolt
on sales tools,
we mastermind and execute strategies
alongside you!
$200K Income Interview
45 分鐘
Join our nationally expanding firm Become a Holistic Financial Advocate We lead with defensive strategies in this age of financial disruption Very high-income potentialWealth + Health = The perfect well-being prescription
RJ The Money Maven
Charlotte, 112 South Tryon Street, Suite 1500
$200K Income Interview
Join our nationally expanding firm Become a Holistic Financial Advocate We lead with defensive strategies in this age of financial disruption Very high-income potentialWealth + Health = The perfect well-being prescription
Financial Needs Analysis Consultation
90 分鐘
No charge. It's not hard, it's easy to do and easy not to do. I'm here to help make it even easier to get DONE.Complete the FNA form. Take your time, maybe 2-hours. Your financial future depends on it. Couples, especially married spouses
RJ The Money Maven
Charlotte, 112 South Tryon Street, Suite 1500
Financial Needs Analysis Consultation
No charge.
It's not hard, it's easy to do and easy not to do. I'm here to help make it even easier to get DONE.
Complete the FNA form. Take your time, maybe 2-hours. Your financial future depends on it. Couples, especially married spouses please complete it together for best and accurate results.
Oneness Wellness Lifestyles: HealthyMe
45 分鐘
Healing the 13-Dimensions of Your Multi-Dimensional Life. True Holistic Healing is a Life Journey 13-Dimensions of Oneness Wellness Lifestyle1~Natural Mind2~Spirituality3~Health & Fitness4~Love Relationships5~Financial
RJ The Money Maven
Charlotte, 112 South Tryon Street, Suite 1500
Oneness Wellness Lifestyles: HealthyMe
Healing the 13-Dimensions of Your
Multi-Dimensional Life.
13-Dimensions of Oneness Wellness Lifestyle
2~Spirituality
3~Health & Fitness
4~Love Relationships
5~Financial Life
6~Character
7~Intellectual Life
9~Emotional Life
10~ Social Life
11~Career
12~Quality of Life
13~Life Vision
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