Financial Needs Analysis Strategies for Achieving Financial Goals Investments and Asset Allocation Strategies Solution Analysis
Business Planning and Solution Services
Business Model and Business System Planning Develop Entrepreneur Mindset and Business Plan Executive Compensation Programs Business Continuation Programs Training, Staffing, Administration, and Promotion Building Customer Base Communication and Presentation Skills Cultivating Team Culture
Financial Education Programs
Unique knowledge training classes, including investment basics, retirement basics, insurance basics, social security, taxation, build wealth and protect wealth.
Membership Consulting Services
Provide VIP financial consulting services for member companies or individuals. Customized solutions according to their requirements.
Marketing Platform Services
CAFA-DC provides a publicity platform for professionals especially in finance and accounting, promote friendship, resource sharing, and strive for the best development opportunities in the industry for elite members. CAFA-DC provides service platforms for corporate members, in helping them increase their market share and reputation. Clients will enjoy our quality consulting guidance from senior media practitioners in Washington DC metro area.
CAFA commits to providing superior quality comprehensive financial consulting services to companies who have access to nearly 200 financial product companies via top U.S.
CAFA provides personalized financial education programs to individuals and families.
Our membership system provides VIP marketing coordination, financial information resources and reports to our loyal member.
we work closely with legal, mortgage, and accounting experts to bring more value as a plus to our clients.
CAFA-DC has signed up via social media. We share original, high-quality professional articles to educate members
Consulting for financial services firms, Marketing for accounting firms, Consulting with other professional firms and Direct investment.