WHO ARE WE?

FEELS was founded to help the everyday person, as well as entrepreneurs, understand the importance of their finances without making financial awareness complicated. Our motto is, “It’s not how much you make, it’s what you do with it that matters.” Our collection of tools and resources make it easier for our clients to live a financial free lifestyle. These foundations have allowed us to focus on financial coaching for those who seek to maintain their personal finances by developing a strategic plan based on their financial goals.

​ FEELS  is a company with a focus for everyone to experience financial freedom. Many people do not understand what financial freedom means or how to achieve this goal. Statistics shows that 78% of Americans have a negative monthly disposable income (MDI) (“Forbes…, 2019”). FEELS’s goal is to remove the anxiety that is often tied to our client’s finances and educate them on how to attain financial freedom.  We do our best to take that anxiety away by working side by side with our clients to ensure each client gets the specific help they need. Everyone should have an opportunity for financial freedom, and there is no point in life that is too late to be given these tools.  

​For entrepreneurs, we enhance financial literacy when it comes to operating your business. This will save you money and allow your business to run more efficiently with our consultation. Additionally, we overlook the financial statements of our clients' businesses by providing cost efficient ways to boost profit margins, which allows them to take their business to the next level with the additional income they now have available.

OUR SERVICES

  • Personal Financial Coaching

    GOAL: FINANCIAL FREEDOM

    REVIEW OF PERSONAL FINANCES, MANAGING CASH FLOW, MONTHLY EXPENSES, DEBT MANAGEMENT, MONEY MINDSET SHIFT, CREATING MULTIPLE STREAMS OF INCOME, DEVELOP SAVINGS PLAN & AN INVESTMENT STRATEGY ETC.

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    Business Financial Coaching

    GOAL: MAXIMIZING PROFITABILITY & GROWTH

    REVIEW OF COMPANY FINANCES, MONTHLY & ANNUAL REPORTS AND PROJECTIONS, MAXIMIZE PROFITS & MINIMIZE EXPENSES, MANAGING CASH FLOW AND ACCOUNTS PAYABLE & RECEIVABLE, CREATING FINANCIAL MONTHLY & QUARTERLY GOALS, STRATEGIC PLANNING TO SCALE BUSINESS

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    Bookkeeping

    GOAL: ACCRUATE FINANCIAL RECORDS

    ORGANIZED BOOKS. DETAILED REPORTING (P&L, BALANCE SHEET, ETC), EXPENSE TRACKING, REAL-TIME FINANCIAL INSGIHTS, MANAGING ACCOUNTS PAYABLE & RECEIVABLE, MONTHLY & QUARTERLY FINANCIAL REVIEWS OF YOUR BUSINESS

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    Stock Market Blueprint

    GOAL:  UNDERSTANDING HOW TO INVEST IN THE STOCK MARKET

    BEGINNER FRIENDLY, LEARN HOW TO BUY STOCKS, SMART INVESTING STRATEGIES, BREAK DOWN OF WALL STREET TERMININOLOGY, LEARN HOW TO DO RESEARCH ON STOCKS, RISK MANAGEMENT TECHNIQUES, LEARN HOW TO BUILD A SUCCESSFUL LONGTERM PORTFOLIO & MORE

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    Stock Portfolio Management

    GOAL: BUILD A DIVERSED PORTFOLIO THAT MEETS OUT CLIENT'S FINANCIAL GOALS 

    STRATEGIC ASSET ALLOCATION, DIVERSIFICATION FOR GROWTH, RISK MITIGATION, MARKET ANALYSIS & INSIGHTS PROVIDED, QUARTERLY REVIEW OF YOUR PORFTFOLIO, CONSISTENT PERFORMANCE TRACKING & MORE

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    JOIN OUR POWERUP COMMUNITY

    GOAL: TO EQUIP AND EMPOWER PEOPLE TO MASTER THEIR MONEY, BUILD WEALTH, AND GROW TOGETHER IN A SUPPORTIVE, JUDGMENT-FREE SPACE. 

    YOUR GO-TO HUB FOR FINANCIAL EMPOWERMENT, GROWTH, AND SUPPORT! WHETHER YOU'RE STARTING YOUR FINANCIAL JOURNEY OR LEVELING UP YOUR INVESTMENTS, THIS COMMUNITY IS DESIGNED TO EQUIP YOU WITH THE KNOWLEDGE, TOOLS, AND CONFIDENCE TO MASTER YOUR MONEY. JOIN A JUDGMENT-FREE SPACE WHERE WE LEARN, BUILD WEALTH, AND GROW TOGETHER. IT'S TIME TO TAKE CONTROL AND POWER UP YOUR FINANCIAL FUTURE!

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