Initial Phone Consult

In this phone consultation, we will discuss your current financial status or business questions and see how I may be of service to you.

Free · 15 minutes

Business Phone Interview

You can get licensed in your state to help families become financially independent! Talk to you soon!

Free · 15 minutes

Life Insurance & Policy Review Consult

Let’s make sure your family and assets are protected. 1. Life Insurance 2. Retirement Savings Plans 3. Auto and Home Insurance 4. Home security 5. Identity protection and Legal services

Free · 40 minutes

Financial Game Plan meeting

Got a financial problem you need solved? Let’s talk about it and I’ll give you 2-3 solutions to help you solve your problem.

$79 · 30 minutes

LLC Formation

Properly set up your LLC in your state. Filing fees not included.

$125 · 45 minutes

Non Profit Startup

Get the information you need to establish your non profit and apply for your 501c3 status.

$125 · 45 minutes

Tax Preparation

Allow us to prepare and electronically file your tax returns. Prices include one state filing. Bronze Basic - $325; Silver Deductions & Credits -$375; Gold Investments & Rentals / Entrepreneurs - $475. Additional state returns $64 A link will be sent to you to upload your tax documents securely.

Price Varies · 45 minutes

Credit Review

Get a complete credit analysis and a strategy to improve your credit status.

$49 · 30 minutes

Debt Analysis & Elimination Plan

In this consultation, you will receive: 1. A review of your debt 2. A debt elimination plan showing you how to pay off each debt with an estimated date of being debt FREE 3. Strategies to implement to decrease your debt and improve your financial status

$79 · 30 minutes

Budget Creation

Financial success begins by telling your money where to go! Create a plan a plan today. In this session we will evaluate your income and expenses and create a unique budget for your household. We will also discuss strategies that can help improve your finances.

$79 · 30 minutes