What we do
Services for your home and your business.
Everything from monthly bookkeeping to tax season to longer-term planning, explained in plain English. What it costs depends on your situation, so you'll get a clear number after a quick free call.
Monthly plans, side by side.
Ongoing, month-to-month support. Compare what's included, then reach out. Michael sets pricing around your situation on a quick call.
| Financial ResetOne-time · tailored quoteRequest pricing | Monthly CoachingMost chosen · tailored quoteRequest pricing | Premium CoachingTailored quoteRequest pricing | |
|---|---|---|---|
| Planning | |||
| Full financial review | |||
| Budget & savings plan | |||
| Tax planning | Overview | Year-round | Year-round |
| Ongoing support | |||
| Monthly check-in | |||
| Debt & savings tracking | |||
| Text & email support | |||
| Going deeper | |||
| Credit & loan payoff planning | |||
| Retirement & Roth IRA planning | |||
| Priority scheduling | |||
Pay as you go
Just need one thing?
Not everything has to be a monthly plan. Pick a category to see what Michael handles as a one-time job, then reach out for a quote.
Includes
- Budget creation
- Debt payoff plan
- Savings plan
- Spending review & analysis
- W-4 & withholding review
- Roth IRA & retirement review
- Financial consultation
- Tax planning session