OUR SERVICES
Put your money to work for you. We’re here to help you create the financial life you want. Whatever you’re planning for - the future, a rainy day, or just next month - we’re there for you. All year round, not just tax time.
Individual Financial Coaching
Knowing where you are in your financial journey is just as important as knowing where you want to be and how to get there. We take time to review your full financial picture and develop a plan to help you establish your goals and get to the next level.
Money Strategy Plan: We will develop a personalized plan to help you achieve your financial goals.
All Inclusive Support: Ongoing support and guidance where we help set your Money Strategy Plan into action. When life happens and plans need to adjust, we are there making those adjustments and helping ensure you stay on track.
Bookkeeping: Whether needing assistance getting setup and started or ongoing monthly support with tasks, we are here to help. Need help catching up, we can do that too!
Business Registration: Ready to establish your business but don’t feel like filing the paperwork? We got it covered.
Business Consultation: Establishing and growing your business is hard. You don’t have to do it alone.
Virtual Assistant: Tired of tedious administrative tasks? Want to focus on other aspects of your business? Let us assist you.
Business Services
Financial Literacy Workshops
Select from 5 curated topics for your financial literacy workshop! The Basics of Budgeting Building & Maintaining Good Credit Habits Homeownership Taxes Small Business Finances
Small Group Facilitation: 2 - 5 participants
Large Group Facilitation