Budgeting Session 45 min · $50
We sit down together and build a real, working budget based on your actual income and spending — not a generic template. You'll walk away knowing exactly where your money is going, where you can cut back, and a simple system to track it going forward. Great as a first step, or as a standalone reset if your budget has gotten off track.
Bookkeeping
1 hr · $75
For entrepreneurs and small business owners who need clarity on their numbers. We'll review your current bookkeeping setup, clean up disorganized records, and walk through how to track income and expenses properly going forward — so you always know where your business stands financially.
Financial Analysis Review
$100
A deeper look at your full financial picture — income, expenses, debt, and spending patterns over time. You'll get clear, specific recommendations on where to focus first, whether that's cutting costs, restructuring debt, or building savings. Ideal if you want a real strategy, not just a snapshot.
Personal Finance Coaching (6-Week Program)
Our flagship program — for people ready to actually change their financial position, not just talk about it.
This isn't a one-time session — it's six weeks of hands-on coaching built around a proven 5-step process, designed to create real, lasting change in how you manage money.
1. Goal Clarity & Strategy
We start by identifying exactly what you're working toward — paying off debt, building an emergency fund, saving for something big — and build a strategic plan to get you there.
2. Financial Education
You'll learn the concepts that actually matter: budgeting, debt management, credit, and the basics of investing and tax planning — so you're making informed decisions, not just following instructions.
3. Accountability & Support
Weekly check-ins keep you on track and motivated. When challenges come up — and they will — you have a coach in your corner to help you work through them, not just a plan sitting in a drawer.
4. Financial Mindset Shift
We work through the beliefs and habits that have held you back, so you're not just fixing numbers — you're building a healthier relationship with money going forward.
5. Holistic Financial Planning
Everything comes together into one complete plan — budgeting, savings, debt payoff, and a roadmap for what's next — built around your actual life and goals, not a generic template.
What's included:
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A full financial audit and custom budget built together in Week 1
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5 weekly coaching sessions to apply the process and adjust as real life happens
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A personalized debt payoff strategy
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Support between sessions for quick questions
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Funding referrals when you're ready for that step
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A complete financial roadmap to keep
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By the end, you won't just have a budget — you'll have the mindset, knowledge, and plan to manage your money with confidence.
Business Finance Services
Practical financial support for entrepreneurs and business owners — so you can make decisions with real numbers, not guesswork.
Running a business means wearing every hat, and finances are usually the one that gets pushed to "later." These services give you a clear financial picture and a strategy to grow from it.
Financial Planning & Analysis
A customized plan built around your business goals — with budgeting, forecasting, and cash flow strategies that keep you liquid and give you a clear read on where the business stands and where it's headed.
Bookkeeping & Accounting
Accurate, organized records so you're never scrambling to figure out where the money went. Includes accounts payable/receivable management and full financial statement preparation — balance sheets, income statements, and cash flow statements, done right and ready when you need them.
Tax Planning & Preparation Guidance
Strategic planning to minimize what you owe and stay ahead of deadlines — including guidance on credits and incentives your business may qualify for, so tax season isn't a scramble or a surprise.
Financial Consulting & Advisory
One-on-one guidance for the big decisions — financing options, expansion, major purchases, or restructuring. When you're not sure what the right financial move is, this is a second set of expert eyes before you commit.
Risk Management
An honest look at where your business is financially exposed, with practical steps — internal controls, policies, insurance review — to protect what you've built.
Financial Education & Training
Workshops and hands-on guidance to build financial literacy across your team, so good financial habits aren't just something you handle alone.
Whether you need one service or ongoing support across all of them, we'll build a plan around where your business is right now.
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