RJ The Money Maven
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 result
Discovery Session
RJ The Money Maven
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
RJ The Money Maven
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!
Financial Needs Analysis Consultation
RJ The Money Maven
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.
Eureka Wealth Solutions
Eureka Wealth Solutions is a new breed of a hybrid financial advisor. We specialize in thematic and impact investing. In addition to creating and managing low-cost, risk-adjusted, diversified automated core portfolios for the clients, we also prov
Phone Conference
Eureka Wealth Solutions
Phone Conference
Let's discuss your situation, goals and values.
Planning Session
Taylor Pelzel Realtor NC & SC
My name is Taylor Pelzel and I'm a Realtor in the Charlotte, NC Area. I love assisting people in need of professional real estate services. Whether it's simply answering a question, or listing a home for sale. I work hard for every client and do my b
Gastonia, 4109 South New Hope Rd, South New Hope Road,
Gastonia, 4109 South New Hope Rd, South New Hope Road, 用地圖查看Free Home Preview and 4k Video Recording
Taylor Pelzel Realtor NC & SC
Free Home Preview and 4k Video Recording
Relocations, Covid-19, or Physically Unable
I provide a free service of previewing a home for anyone unable to see the home themselves. I will do
a recorded walkthrough with a high resolution (4k) camera. This gives you a much better feel for the home.
I use a SONY 7aiii and MOZA Air 2 Gimbal to give the walkthrough a very smooth feel, almost like your there!
Free Home Market Value Report of Your Home
Taylor Pelzel Realtor NC & SC
Free Home Market Value Report of Your Home
Want To Know The Current Market Value Of Your Home?
Get Your Free Report
Schedule Showing
Taylor Pelzel Realtor NC & SC
Schedule Showing
Schedule a Showing Made Easy!
Auto Insurance Quote
Commercial Auto Quote
Homeowners Insurance Quote
Bosch Rexroth USA Robin CRM Help
Training and Coaching sessions offered by the DCUS Robin CRM team, to assist our users with proficiency in the Robin CRM system.
Robin CRM Opportunity Management Coaching
Robin CRM Account Management Coaching
Comptois Consulting, LLC
Providing structured change strategies for rapid adoption, harnessing of unique employee skills, and sustainable adaptation.
Meeting with Scott
Comptois Consulting, LLC
Meeting with Scott
Competency Matrices and Measurement, Learning Experience Design, Instructional Design, LMS Products and Platforms, LMS Administration, Change Motion Consultation, Professional Consultation
PM Creative Boutique Agency
PM creative is a Style One Eighty company. The services offered are designed to increase your knowledge and experience in the digital space. Concentrating on marketing products and developing brands - personal and otherwise. We ensure once the inform
Social Media Management
PM Creative Boutique Agency
Social Media Management
(1 hr consultation) This service is for brands looking to outsource their social media management. We will source content, post to accounts, create engagement, respond to messages, as well as monitor and report monthly analytics.
Creative Marketing Strategy
PM Creative Boutique Agency
Creative Marketing Strategy
(1 hr consultation) This service is for companies on every level looking to monetize or increase their sales via their social media platforms. We will consult on developing business marketing strategies.
Project Forward Consulting
This Strategy Session is for discussing your business now and how my custom lead generation strategies will take your business to the next level.
"To The Next Level" Strategy Session
Project Forward Consulting
"To The Next Level" Strategy Session
This Strategy Session is for discussing your business now and how my custom lead generation strategies will take your business to the next level.
Progress Session *Clients Only*
Project Forward Consulting
Progress Session *Clients Only*
This is for current clients to set up a call with me to talk about their progress and any plans moving forward.
RefinedStyle
This booking site is ONLY used for socials such as Instagram and Facebook to set up your first style consultation at the Banana Republic in Riverside Square Mall. Once you arrive, we first create your Atelier Profile describing your style likes, size
Fashion Stylist