Your Reliable Financial Planner
Candid Finance Chick
My name is Alexis Bohannon. I am a trusted financial planner providing feasible financial advice and helping people plan their finances inline with their goals. I also specialize in income tax planning, estate planning and retirement planning. So if you need the help of a financial planner to reach your financial goals or need to consult with an income tax planner, you have come to the right place.
Topics I Discuss
Financial Statement Analysis and Goal Setting
Review and Analyze the current state of your finances, then set goals to create your new financial plan
Insurance and Risk Management
Evaluate your insurance needs and prepare you for risk mitigation
Review your current investment strategy and create any new strategies to grow your money
Income Tax Planning
Tax Strategy and Planning
Review your current retirement plans and determine a strategy to ensure the life you desire in retirement
Plan and prepare your estate to go to your planned beneficiaries
Plan and determine the funding for your child’s education
I’m Alexis Bohannon, I Help People Get Candid With Their Finances To Create The Life Of Their Dreams.
Let me introduce myself, my name is Alexis Bohannon and I’m the Candid Finance Chick. Here I teach you everything about finance from paying off debt to estate planning.
I help you to create comprehensive financial plans that guide you on your journey of living the life you desire, while educating on all things money.
How we can work together:
One-on-One Financial Planning
Workshops & Seminars
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Where I talk all things finance!
What Clients are Saying
If You Are Ready To Get Candid About Your Finances…