Personal Financial Coaching & Business Accounting Services

This is for people who have a decent understanding of their finances and just want to make sure they are on the right track or to make sure they are aware of their current and future options.

This package is for people who will dedicate 6 months to transform their personal financial habits and mindsets. 

This package is limited to 5 clients per year who are serious about intentionally transforming their money habits to build a strong foundation that results in a solid financial family legacy.

This program is for those who are ready to commit to 12 months of active coaching and another 6 months of monthly checkin calls from me.

This package includes the basic compliance items to keep you off the IRS naughty list.

This package includes more than the minimal compliance because you want to understand your business numbers and are still working on building a solid business framework.

This package adds advisory meetings to help you thoroughly understand the meaning of your business numbers to be able to move toward future exponential growth.