Our Services

Financial freedom starts with the right mindset. We remove your old money misunderstandings and plant new financial views towards prosperity. 

Each service begins with a free consultation to uncover who you are and set expectations for our partnership.

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Budget Plan

$$$

Take control of your finances with our personalized budget plan service. We work with you to track income, manage expenses, and create a realistic spending plan that aligns with your goals. Whether you’re saving, reducing debt, or simply trying to stay on track, we can help you to give every dollar a job.

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Benefits Plan

$100

Our employer benefits services help clients understand their options and choose the best benefits for their unique situation. We break down health, retirement, and supplemental plans in simple terms, offering clear guidance to maximize value and coverage. Whether you’re selecting benefits for the first time or reviewing existing options, we ensure confident, informed decisions.

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Bookkeeping

$25 per hour

Stay organized and in control of your finances with our professional bookkeeping services. We handle day-to-day financial records, manage accounts payable and receivable, reconcile bank statements, and provide clear reports to help you make informed business decisions.

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Financial Plan

$$$

Our financial plan creation service is designed to help you build wealth through smart investing and strategic planning. We evaluate your current finances, set clear goals, and develop a personalized plan that includes budgeting, savings, and investment strategies.

A black desk with a cup of black coffee, tax documents, a calculator on a yellow smartphone, a pen, a stack of postal receipts, and a yellow sticky note.

Simple Tax Return

$100

Make tax season stress-free with our simple tax return service. We specialize in preparing and filing basic individual returns quickly and accurately, ensuring you get every credit and deduction you deserve. Affordable, efficient, and hassle free.

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Group Workshop

$$$

Empower your team or community with our engaging group financial literacy workshop. Designed for all levels, this interactive session covers budgeting, saving, credit, investing, and more. Participants gain practical knowledge and tools to make confident financial decisions and build a stronger financial future together.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!