Martinez Financial Group Strategies

Serves , WI

35244

Hired 4 times

1 employee

Not yet available

5.0

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, Stripe, and Zelle.

Next Service

Credentials

Background Check

Jose Martinez
Completed on 5/1/2025

Introduction

We offer strategic budget and savings plans with live tracking for both individuals and small businesses, bookkeeping, tax prep, notary services

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

All pricing is flat-rate and transparent—no surprise fees. We offer 12-month service plans, à la carte options, and strategic discounts for long-term clients or bundled services like notary + financial setup.

What is your typical process for working with a new customer?

We start with a strategy session to understand your goals, income, and challenges—then build a tailored 12-month plan with real systems, not cookie-cutter advice.

What education and/or training do you have that relates to your work?

I’m trained in QuickBooks, digital marketing, and certified as a notary and tax preparer, with years of experience advising individuals and businesses on scaling income, managing overhead, and building legacy wealth.

How did you get started doing this type of work?

After seeing too many families and business owners struggle due to lack of strategy, I created MFG to offer real, practical financial guidance built on faith, discipline, and long-term wealth principles.

What types of customers have you worked with?

We’ve worked with individuals, families, small business owners, newlyweds, contractors, mobile entrepreneurs, and faith-driven clients—anyone serious about building structure, stability, and financial growth.

Describe a recent project you are fond of. How long did it take?

We recently helped a first-time business owner launch their mobile bar with full financial structure, QuickBooks setup, and strategy sessions—all completed within 30 days and now scaling with investor-ready systems.

What advice would you give a customer looking to hire a provider in your area of work?

Don’t just hire someone who crunches numbers—work with someone who builds a system for your success and holds you accountable to your goals.

What questions should customers think through before talking to professionals about their project?

What’s my financial goal? Am I managing money—or just surviving? The clearer your answers, the more power we’ll have building your solution.