Professional Consulting & Individual Coaching

Transform Your Life & Business:

Unlock Your Full Potential with Personalized Tax Planning & Business Advisory

Cash Flow Should Be Your New Normal!

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We don’t believe in one-size-fits-all solutions. We get to know you, understand your goals, and deliver strategies that work in the real world—so you can grow, protect, and keep more of your income.

Whether you’re an ambitious individual, a full-time entrepreneur, or managing multiple streams of income, we’re here to help you move smarter—not just faster.

Let’s build a better financial future—together

Find the Perfect Package

Choose Your Plan

Solo Tax Guide

* Single Pay

One Tax Assessment & Solutions
Financial Fitness Literacy Program w/Audios & Workbook + FWG Coaching (6 wk access).
My Wealth Nook App (6 wk access)
* 1:1 Business Consultations

Tax PlanNING W/ Monitoring

For Small Business/ Contractors

Level II

Ongoing Tax Planning Strategies
Access Quickbooks (Free)
IRS Notice & Audit Monitoring
Choose 1 Ongoing Feature: Business Promo OR Biz Funnel

Builds Credit - Financing Available

Tax & Business Advisory

Complete

Level II, Plus;

Ongoing Cash Flow Reviews
Business Workflow Reviews
Business Market Positioning
Wealth Preservation Literacy

Builds Credit - Financing Available

Additional Benefits:

Free Business Checking/Savings - FDIC Protection

Special Rate Add-On Services

A Bonus Gift With Sign-on

* (1:1 Business Consults with Solo Tax Guide Is Optional = add'l rate can be applied to other services)

In this new economy, effective strategies are crucial for achieving transformative results. Our approach helps you break down your goals so that they are manageable so that you stay on a straight path throughout your journey.

We know this will empower you to make informed decisions and maintain momentum toward your desired outcomes. We look to always be in alignment with your vision and aspirations and are ready to be a part of your Team.

Legally Reduce Tax Bill: We don’t wait until tax season. We work with you all year to uncover hidden savings, use advanced strategies, and make sure you only pay what you owe

Plan With Purpose: We create personalized strategies that align with your goals—whether it’s scaling your business, saving for retirement, or investing in your future.

Gain Financial Clarity & Confidence: No more guessing or stressing about what’s next. We provide clear, actionable guidance so you can make smart decisions with confidence.

Avoid Costly Mistakes: The wrong moves can cost you thousands. Our proactive approach ensures you stay compliant, avoid red flags, and maximize every opportunity available to you.

STILL NOT SURE?

Frequently Asked Questions

Have more questions about our services? Contact us anytime!

Question 1: What can I expect from tax planning and business advisory?

You can expect proactive, customized guidance that goes far beyond just filing taxes. We take the time to understand your full financial picture—whether personal or business—and build a strategy to help you legally reduce taxes, protect your income, and grow your wealth. You’ll receive actionable steps, ongoing support, and strategic recommendations tailored to your unique needs and goals.

Question 2: How long does it take to implement a strategy?

Most clients begin seeing action steps within 1–2 weeks after obtaining all information requested during our initial planning session(s). Once we assess your current situation, we prioritize wins and long-term opportunities so you can start making smart changes as soon as possible upon your decision(s). Our process is efficient, practical, and designed to help you move forward with confidence—without feeling overwhelmed.

Question 3: What if I'm not sure about my financial goals?

That’s exactly why we’re here. You don’t have to have it all figured out. During our advisory process, we help you gain clarity around your personal and business finances so you can set meaningful goals and make informed decisions. Whether you’re just starting out or restructuring for growth, we’ll guide you step-by-step to define what success looks like for you.

Question 4: How do I know that Tax Planning and Business Advisory is for me?

If you’re earning income, managing a business, or planning for the future—this is for you. Tax planning and business advisory are not just for the wealthy or large corporations. They’re for everyday individuals and small business owners who want to stop overpaying in taxes, make smarter money moves, and take control of their financial future. If you’re serious about growth, stability, and keeping more of what you earn, we’re here to help.

Text and Voice Line
470-635-1569

Office Hours

Mon-Fri 8:30a -4:00p EST