Clear Cut Consulting, LLC » Finance & Insurance

Biographical Info

Advisory Services:

1. Financial Planning and analysis, reporting, budgeting, expense management, forecasting
2. Process improvements & standard operating procedures
3. Employee retention and development
4. Real estate investing and consulting

Hours of Operation:

• Mon – Fri: 8am-5pm

Joel R Forman the owner of Clear Cut Consulting LLC has authored with trademarks and copyrights a financial literacy blueprint teaching 8 basic financial concepts. These 8 financial concepts are essential for understanding how to manage your personal finances with confidence for life.

The 8 Topics are:

1. Personal Budget
2. Basic Savings Methods
3. Basic Investment Methods
4. Retirement Planning
5. Building Your Credit
6. Primary Loan Types
7. Life Insurance
8. Planning for Children’s College

In addition, four charities benefit from each full blueprint sale:

1. Fisher House Foundation (Supporting our Veterans)
2. Foundation for Alcoholism Research (FAR)
3. National Alliance on Mental Illness (NAMI)
4. Children’s Hospital of Philadelphia (CHOP)