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RKL Financial

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About RKL Financial

RKL Financial provides personalized financial coaching, using time-tested financial principles, for the purpose of empowering people to live in true financial freedom.

Dave Ramsey approved Certified Financial Counseling and Financial Coaching to Upstate New York and Southern Ontario.

Straight-forward money management, without any hidden agenda or “get rich quick approach”.

A philosophy based on the principles taught by financial expert, Dave Ramsey.

Personal testimony to the life-changing power of these time-tested financial principles.

Empowerment to recognize the myths and sales gimmicks that dominate our consumer airwaves.

The road toward financial freedom may be long and winding, but we promise to walk alongside you each step of the way!

Location & Directions for RKL Financial

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3725 Walden Ave, Lancaster, NY 14086
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Services RKL Financial Offers

Personal Financial Coaching
We will review your Budget/Cash Flow Plan; systematically begin to attack debt; establish an emergency fund, and make additional financial recommendations based on your individual goals and needs.

Community Education
Through Dave Ramsey's Financial Peace University. A 13-week opportunity to grow with others toward understanding true financial freedom in a small group setting.

Business Financial Coaching
Cash flow planning, profitability analysis, strategic forecasting, sales and marketing, human resources, and reducing liabilities to maximize cash flow and return on investment.

Financial Goal Setting
Saving for college, 401k, Roth IRAs, debt reduction, early mortgage payoffs etc.

Credit & Settlement Negotiations

Accounting&Bookkeeping Accounting, bookkeeping and management reporting utilizing QuickBooks Pro, Microsoft Excel and Microsoft Access. We will mold your accounting and reporting process to fit your company's needs through individualized general ledger accounting and custom reports that will enable you to make the best possible decisions based on your company's financial performance.

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