Services

Achieve Financial Clarity

Our team of expert financial coaches are committed to working alongside you, or taking the reins completely to create a personalized roadmap to achieve your financial goals. Embrace the journey towards financial success and let us guide you every step of the way, with the perfect blend of collaboration and expertise.

Choose from one of our packages below.

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Teach Me How to Fish Package

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Whether you’re investing in yourself as you wait for your future husband to find you or you’re married and managing the finances, it’s always a good time to be more intentional with your money.

We're here to guide you in creating a monthly budget that suits your needs and is easy to follow. A financial coach will be with you every step of the way as you learn the money habits you wish your parents had taught you.

Don't wait, Sis – start building a better financial future today.

In just twelve sessions work with your CPA Budget Coach to:

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Gain insight into the necessary components of a monthly budget

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Learn how to evaluate your previous spending patterns through a spending analysis

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Establish financial objectives and develop a monthly budget

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Create a strategy to save for emergencies and retirement

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Incorporate budgeting tools to make managing your finances more manageable

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Determine a date for becoming debt-free

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Receive encouragement and support as you build sound financial habits

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BONUS! Access 3 hours of financial fitness training modules to help guide you through the process

It's time to manage your money instead of your money managing you:

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Instill healthy money habits in your children

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Educate family members who struggle with budgeting

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Take control of your finances by telling each dollar where to go

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Keep track of where every dollar is spent

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Determine how much you can spend without sacrificing savings goals

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Create financial stability for yourself

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Establish financial stability and become a responsible steward of your finances

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Learn from a money expert who can guide you towards financial clarity, peace and freedom

This comprehensive package is available for only $299 per session
Get started today!

BOOK A COMPLIMENTARY CONSULTATION

Fish For Me Package

If you feel overwhelmed by the thought of budgeting, we have the perfect solution for you. We understand that you’re busy with work, family, and church.

Let us take care of the tedious task of planning and tracking your everyday spending. You can count on us to keep you updated and offer tailored recommendations based on your goals.

Don't worry, Sis, we've got your back.

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It's time to buy back your time!

Give us 3 months of expense statements and your financial coach will:

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Develop a thorough data analysis of your past spending, presented to you for review

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Provide a recommended budget tailored to your financial goals and spending habits

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Take charge of ongoing expense tracking

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Receive weekly video updates and recommendations

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Present end-of-month reporting including Income vs Expenses and Net Worth Trend Report

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Meet with you quarterly to review progress and goal changes

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Implement recommendations of other professionals on your team such as tax CPAs, CFPs, attorneys, and estate planners

Let's get money management off your plate:

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Less time spent managing your monthly budget and more time spent earning it

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Peace of mind that a certified person is keeping an eye on your spending

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Simple end-of-month reporting that makes it easy to see if you have enough money for emergencies or extra contributions toward goals

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Full visibility into your budget throughout the month

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Convenient outsourcing option for maintaining a monthly plan for your money

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All by a Certified Public Accountant (CPA)

$399 monthly maintenance + waivable set-up fee
Get started today!

BOOK A COMPLIMENTARY CONSULTATION

Choose The Perfect Package
To Suit Your Needs

Discover the perfect financial coaching service tailored to your unique needs and preferred level of involvement.
Offering both "done with you" and "done for you" options.

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*$3k Set Up Fee - Waivable w/ 12 Month Commitment

Discover the perfect financial coaching service tailored to your unique needs and preferred level of involvement. Offering both "done with you" and "done for you" options.

Still unsure? Schedule a FREE consultation, and our team will gladly
assist you in determining the ideal service for your needs.

Still unsure? Schedule a FREE consultation, and our team will gladly assist you in determining the ideal service for your needs.

BOOK A COMPLIMENTARY CONSULTATION

Take My FREE Assessment

Determine the Strength of Your Financial Plan

Take the FREE ASSESSMENT