Our Services
Personalized financial support for individuals, entrepreneurs, and growing businesses.
Whether you’re paying off debt, building wealth, or growing a business, we offer personalized financial support designed to help you create more freedom, stability, and confidence in your future.
Personal Finance Program - 6 months
Your path to financial freedom, built around your real life.
Best For:
Individuals who want to reduce debt, budget better, save more, and start their FIRE journey.
Key Features:
- Debt Management & Credit Support: Create a personalized strategy to reduce debt, improve your credit, and regain financial freedom.
- Monthly Budgeting: Learn how to track your spending, create a sustainable budget, and manage cash flow effectively.
- Savings & Investing Guidance: Build a plan to save for short- and long-term goals and get introduced to smart investing strategies.
- Financial Independence Strategies: Develop actionable steps toward achieving financial independence through careful planning and smart financial decisions.
- Accountability Check-Ins: Stay on track with regular check-ins to review progress, make adjustments, and celebrate milestones.
- Personalized Financial Plan: Receive a tailored financial plan designed to address your unique goals, challenges, and aspirations.
- Twice-Monthly Meetings: Bi-monthly sessions to dive deep into your financial progress and provide ongoing support as you work toward your goals.
Financial Consulting – DIY Style
Perfect for self-managers who just need expert guidance.
Best For:
Individuals or business owners who want clarity and direction without long-term coaching.
Key Features:
- Custom Plan & Budgeting Guidance: Work with an expert to create a tailored financial plan and budget that fits your unique situation and goals.
- Debt Payoff Planning: Develop a clear strategy to eliminate debt and regain control over your finances.
- Resource Recommendations: Receive expert advice on tools and resources to help you manage your finances independently.
- Build-Your-Own Package: Choose the services you need, whether it's debt management, budgeting help, or financial planning, to create a package that works for you.
- Pay Per Session: Pay only for the sessions you need, with no long-term commitment.
New & Aspiring Business Finance Program - 6 months
Start your business the right way,with clarity, confidence, and a solid financial foundation.
Best For:
New business owners and entrepreneurs launching or planning their business.
Key Features:
- Business Budgeting & Startup Costs: Get a clear picture of your financial needs, including initial costs, cash flow management, and financial forecasts for a strong start.
- Marketing Support: Receive expert guidance on branding, content creation, and system setup to market your business effectively.
- Legal Structuring: Assistance with forming your business, including EIN, registration, and payroll setup to ensure you're legally compliant from day one.
- Automation & Efficiency Setup: Optimize your operations by setting up automated systems that save time and reduce manual work.
- COGS & Profitability Planning: Learn how to manage Cost of Goods Sold (COGS) and create a profitability strategy tailored to your product-based business.
- POS & Financial Systems Setup: Set up systems to improve financial tracking and business operations.
- Personal Finance Package Included: Gain personalized financial coaching to align your personal finances with your business goals.
- Twice-Monthly Meetings: Regular check-ins to assess your business progress, tackle challenges, and ensure you're on track for success.
Established Business Finance Program - Monthly
Optimize your systems, improve cash flow, and scale without the stress.
Best For:
Business owners who want organization, clarity, and systems that save time.
Key Features:
- Comprehensive Financial Management: Analyze cash flow, budgeting, and expense tracking to optimize business performance.
- Debt Management: Develop actionable plans to reduce and eliminate business debt.
- Cost Optimization: Identify areas for cost reduction to maximize profits and increase operational efficiency.
- Profit Analysis & Trends: Track business profits, analyze trends, and adjust strategies to drive growth.
- Bookkeeping Services: Regular bookkeeping (monthly, quarterly, or annual) to keep your financials up-to-date.
- Sales Tax Assistance: Ensure compliance with sales tax regulations, avoiding costly mistakes.
- Marketing support (branding, content, systems) optional
- Twice-Monthly Meetings: Regular check-ins to monitor financial health and stay aligned with goals.
Which Program Is Right for You?
The right financial guidance, tailored to your needs
| Personal Finance | New/Aspiring Business | Established Business | Consulting | |
|---|---|---|---|---|
| Debt Management | ✔️ | ✔️ | ✔️ | ✔️ |
| Budgeting | ✔️ | ✔️ | ✔️ | ✔️ |
| Bookkeeping | - | - | ✔️ | - |
| Legal Setup | - | ✔️ | - | - |
| Marketing Support | - | ✔️ | ✔️ (optional) | - |
| Systems Setup | - | ✔️ | ✔️ | - |
| Accountability Check-ins | ✔️ | ✔️ | ✔️ | - |
| Meetings at Least Twice/Month | ✔️ | ✔️ | ✔️ | - |
| Flexibility | Medium | Medium | Medium | High |
