Our Services
Consultation
During this session you will:
- Discuss your current financial
- situation and objectives
- Receive personalized insights and recommendations
- Learn how our services can support your growth and success
- Get answers to your most pressing financial questions
Whether you're a business owner or an individual — this is the lowest-cost way to get real financial guidance. Most clients book a full service after this call.
$19.99 · 30-minute strategy session
Personal Financial Coaching
Goal: Gain control of your financial situation
Through personalized one-on-one sessions, we build a financial strategy around your life, your goals, and your timeline not a generic plan.
- Assess your current financial situation and identify gaps
- Create a customized budget and savings plan built around your lifestyle
- Develop strategies to reduce debt and improve your credit score
- Build strong, sustainable financial habits
- Plan for future financial goals through smart investing
You don't need to have it all figured out before you start. That's what we're here for.
99.99 · 60-min 1-on-1 session with written action plan
Business Financial Coaching
Goal: Know Your Numbers, Grow Your Business
We build a clear picture of your business finances and create a strategy to improve profitability, manage cash flow, and drive sustainable growth.
- Understand and manage cash flow
- Build a solid budget and financial plan
- Improve profitability and cut unnecessary costs
- Develop strategies for long-term growth
- Build financial literacy and decision-making confidence
We give you the outside perspective that changes everything.
124.99 · 60-min 1-on-1 strategy session
CFO Advisory
Goal: Executive-Level Financial Leadership Without the Full-Time Cost
Most small and mid-size businesses can't afford a full-time CFO but that doesn't mean they don't need one. Our fractional CFO service gives your business the strategic financial leadership it needs to grow, scale, and make smarter decisions every month.
- Monthly financial statement review and variance analysis
- Cash flow forecasting and planning so you always know what's coming
- Budget vs. actual reporting with clear, actionable insights
- KPI dashboard setup and monthly performance tracking
- Pricing and profitability strategy for your products and services
- Strategic financial planning to support growth, funding, and long-term success
- Investor and lender presentation support when needed
- Direct access to a certified consultant with 9+ years of FP&A experience
$29.99 · Discovery call deposit · Credited toward your first month
Bookkeeping Consultation
Goal: Clean Books, Clear Picture, Confident Decisions
We keep your financial records accurate, organized, and up to date so you always know exactly where your business stands.
Our services include:
- Accurate record-keeping
- Financial reporting including P&L, Balance Sheet, and cash flow statements
- Tax preparation support
- Accounts payable and receivable management
- Bank reconciliation to ensure your books match your actual finances
Clean books aren't just about compliance they're the foundation of every smart business decision you'll ever make.
$19.99 · Bookkeeping consultation · Lead-in to monthly retainer
Stock Market Blueprint
Goal: Learn How to Invest With Confidence - From the Ground Up
This self-paced course gives you a solid foundation in investing so you can stop watching from the sidelines and start building real wealth.
With the Stock Market Blueprint, you’ll learn:
- Stock market basics how it works and how to navigate it
- Investment strategies aligned with your goals and risk tolerance
- Risk management techniques to protect your portfolio
- Essential investing terminology
- How to build a diversified portfolio for long-term growth
You don't need to be rich to start investing. You just need the right knowledge. This is where that starts.
$49.99 · Self-paced course · Lifetime access
Stock Portfolio Management
Goal: Grow and protect your investments over time by optimizing returns while managing risk.
Our services include:
- Personalized Investment Strategy
- Diversification & Risk Management
- Regular Portfolio Review
- Market Analysis & Insights
- Performance Tracking
$74.99 · Portfolio strategy session · Credited toward your first month