Porter Financial Services, LLC

10/15/2026

It’s Thirsty Thursday, but don’t forget about that tax deadline! Today, October 15th, is the final day to file your 2025 tax return if you requested an extension and avoid late filing penalties.

Remember, an extension to file was NOT an extension to pay!

Need help? Call 704-931-8524.

10/12/2026

A little self care goes a long way! 🧖🏽‍♀️💕 Took a much needed spa day at Rock Barn Spa, and it was worth every minute! Busy professionals and entrepreneurs, remember to make time for YOU! ✨

10/09/2026

What an amazing experience attending the 8th Annual C.W. Williams Community Health Center Fundraising Luncheon! ❤️ As the Board Treasurer and Finance Chair, it’s truly a pleasure to support an organization making a difference in our community. Special thanks to my partners at Merrill Lynch for sponsoring my table! We also had the pleasure of hearing from The Three Doctors from Newark as our keynote speakers. Such a great day of purpose, impact, and meaningful connections!

Williams Networking CommunityLeadership

10/08/2026

Yesterday, I had the pleasure of leading a Cash Flow Management Workshop at the sold out Raise The Bar Conference! 🎤💰

One thing I always tell business owners is that making money and managing money are two different things! 💯

We talked about understanding your numbers, managing expenses, and making sure your business has the cash flow it needs to grow.

My goal is to make finances easier for business owners to understand and apply to their everyday operations.

If you’re a business owner who wants to get a better handle on your cash flow, let’s connect!

10/05/2026

SOLD OUT! 🙌🏽 Looking forward to leading the Cash Flow Workshop this Wednesday at the Raise The Bar Conference!

09/30/2026

Today’s classroom was all about Taxes 101: Filing Your First Return with Confidence! 🎓💰

Loved having the opportunity to give college freshmen the tax knowledge they need BEFORE they file that first return. Knowledge = confidence! ❤️📚

09/29/2026

Here’s another upcoming workshop where I am an invited speaker hosted by Wells Fargo and QC Metro.

There will be speakers representing several different industries, and I’ll be leading the Finance & Cash Flow workshop. It’s going to be a great event with valuable information and networking opportunities.

RSVP if you’re interested. I’d love to see you there!

09/18/2026