Offerings

Financial Know-how: Two decades as a bookkeeper and Accountant, and a Certified & IRS Registered Tax Return Preparer. I have helped many people through everything from how to build to a budget, to Federal and State audits. 

I know how to build a financial plan to reach the goal.

• Personal Budget Building (Self Service): Download worksheets, and have access to videos on how to build and maintain your personal budget: FREE (coming soon)

• Personal Financial Coaching: First coaching session free of charge. If we decide to move forward, 12 week minimum commitment. 

Financial coaching is tailored to each clients specific needs but typically includes taking stock of the current situation, budget planning, budget adjustments over a few months, goal and value setting, unraveling blockages to financial freedom.

Human Being: The most impactful roles that I have played in my life are those as a daughter, mother, wife, and friend. Through personal connection and positive relationships, I have gained so much knowledge about being pulled in many directions. 

I know the struggle of work/life balance.

• Personal Coaching: First coaching session free of charge. $120 per session thereafter.

From foundation of nonprofits, administration of direct service charities, to leading associations through a global pandemic, I have worked with all varieties of nonprofits over the last 20 years. Serving through HR, volunteer engagement, & financial development, I have helped many nonprofits grow to serve their mission. 

I know the power AND complications of the passion to serve.

• Virtual or In person Consultation: Contact for pricing, either per hour or per project

Self-employment: I enjoyed over a decade of sole-proprietorship of a retail location with staff, focusing on production art and small business consulting. 

I know what it means to follow a dream.

• Personal Tax Consultation: $120 per hour, half hour minimum

• Business or Rental Tax Consultation: $120 per hour, half hour minimum

• Personal Financial Consultation: $120 per hour, half hour minimum

• Virtual or In person Consultation: Contact for pricing, either per hour or per project