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Listed below are the downloads of sample documents and plans.

Sample Contract for CFO Services

Download Sample Contract

Agreement for Tax PreparationĀ Services

Download Sample Contract

Succession Plan Agreement

Download Sample Contract

Compliance Plan

Download Plan

Social Media Plan

Download Plan

Alternative Dispute Resolution Policy

Download Policy

"Working with Riley has changed my life. I’m only 2 months away from debt-free!"

- Martin Marino

"Last year, I was 49 with no retirement savings. Thanks to Riley, I’m now financially on track."

- Bill Bayaud

"From buried in debt to living the life of my dreams, Thank you, Riley!"

- Susan Smith

Why I Do It

Financial literacy is not a term I ever heard growing up. While my parents did their best to provide for our family, they lived paycheck to paycheck most of their lives. Seeing my family struggle inspired me to aim higher. But despite my best efforts, I still found myself drowning in debt.

Once I was debt-free, I realized that the methods I used could help others like me who wanted the same but didn’t grow up with the framework to make it happen. So I made it my mission to help as many people as possible create healthy financial habits and a better life for themselves and their families.

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