No, we welcome men as well.

We are not a CFP or Financial Advisor. We may make some basic recommendations based on your situation but you should always consult with your CPA or Financial Advisor. We do have a team we may recommend that may include outside services.

I started in the financial industry in 2006 right before the economic crisis. Working in Corporate America for almost 10 years in the finance sector, specifically accounting. I then began my own journey into entrepreneurship in 2013 after graduating from college in 2012. I started my own bookkeeping business and also practiced as a life insurance agent for 5 years.

We like to make sure we are a fit for you just as much as you are a fit for us. If you’re in the real estate industry or digital online space then we can help you. For beginner clients who are just learning or starting into entrepreneurship, we recommend purchasing our Ebooks and/or courses to learn more about your industry from an accounting/bookkeeping perspective.

Yes, we can do the budget for you. Just submit the questionnaire and make sure to answer all of your questions. A payment of $399 is required to start your budgeting plan. No refunds.

The budget planner is priced separately and is not included in the fee for us to do your budget for you. You do have to buy the budget planner separately.

Our budgets are for the entire year. If you know your expenses will be changing, please give us that information upfront. We will not be able to change your budget until the following year.

It includes:
Your budget for every month for the next 12 months (rolling 12 months)

✔ Paycheck Budgets (Budget for every paycheck)

✔ Yearly Budget Tracker

✔ An emergency fund tracker (savings tracker)

✔ Debt elimination tracker

✔ Life insurance evaluation sheet.

✔ Wedding/Honeymoon tracker

✔ Blank Template Savings Tracker

✔ Money Affirmations Sheet

✔ Tips for Savings
*it does not include:
Implementation of life insurance policies (we can do this separately with complimentary evaluation)

Changes to your budget throughout the year

Customized Budget done for you

No, we no longer offer 1 on 1 coaching.

We are working on creating accountability for monthly membership calls. If you’d like to sign up for this, please fill out this form. Our goal is to have this launched within the next 90 days. The cost will be $99 per month.

The course will walk you through everything that’s in the ebooks but in a visual step by step process. It includes 9 chapters breaking down everything visually.

Yes, you should be making at least $2-4K per month so you have something to work with while you’re learning how to manage your books. If you’re making less than $2K - the ebooks will benefit you more.

Yes, you will have unlimited access to it.

If you’re in the real estate industry - you should only purchase the real estate course
If you’re in the digital online industry - you should only purchase the digital online course.

You may benefit from the budget planner and the real estate course or the budget planner and the real estate ebook?

This ebook is a great fit for anyone who's interested in or in the beginning stages of getting into real estate. Since Real Estate is in the money industry, it only makes sense to know the basics of what it will take for you to be successful in this industry from an accounting and IRS perspective. Whether you’re already in R/E or you’re looking to start right now, whether you’re becoming an agent, investor or flipping houses, this ebook can benefit you.

This ebook is a great fit for anyone who’s interested or is already in the beginning stages of operating an online business. Not every business is the same and as a business owner that operates from a lot of income streams in the digital space, you want to make sure your books are simplified, and systematized from the beginning.

Budget Planner $69
Customized Budget Plan & Planner $399.00 + $69.00 = if you buy both you get a 10% discount = $468.00 x 10% off = $421.20

Real Estate Ebook $29.00
Digital Online Ebook $29.00