You make good money. So why does it disappear every month? Let's find out, and fix it for good.
Book free Money Leak AuditFree 20-minute call · No pressure · Walk away with 3 fixes either way
You've got a solid job and a real salary. But the money side still feels like it's running you.
Payday feels great for about a week. By the end of the month you're checking your balance before every purchase.
You know you should be building savings and investing, but there's never anything left over to do it with.
You've tried budgeting apps and spreadsheets. They lasted two weeks. You need something that sticks, and someone keeping you honest.
We go through where your money actually goes and find the leaks. You leave with 3 specific fixes, whether we work together or not.
We build your custom spending plan around your real life, and lock in the habits with biweekly calls and accountability in between.
Once the system is running, regular check-ins keep you on track as your income, goals, and life change.
Every two weeks we review your numbers, troubleshoot what's not working, and set the next moves.
A plan built around your actual income and goals, set up so bills, savings, and fun money run on autopilot.
Quick check-ins by text between calls. About to make a big purchase? Text me first.
Not sure yet? Start with a free 20-minute Money Leak Audit →
I spent years in Big 4 tax at EY, KPMG and Grant Thornton, working through the complex situations of high earners every day.
The pattern was obvious: income isn't what builds wealth. A system is.
Now I coach young professionals to build that system early, while it matters most.
Quarterly tax estimates, year-end tax planning, and tax return preparation from an ex-Big 4 tax pro. Clear, upfront pricing, starting with a free 20-minute tax preview call.
A financial advisor typically manages or recommends investments. I don't. Coaching is about the part that comes before investing: where your money goes, the system that controls it, and the habits that make it stick. I don't sell products or earn commissions, so my only incentive is your progress.
I'm a registered tax preparer with an IRS PTIN and a background in Big 4 tax. I'm not a CPA or a licensed financial advisor, so coaching is educational, not investment advice. Tax return prep is done under a separate engagement letter.
The Money Leak Audit is free. A single 45-minute session is $95 with no commitment. The 6-week Money Reset is normally $495 and is currently discounted to $295, covering biweekly calls, text accountability, and your custom spending plan. No long-term contracts either way.
It's a 20-minute video call. We look at your income, your fixed bills, and your spending to spot where money is slipping through. You'll leave with 3 specific fixes you can start that week. If coaching makes sense, I'll explain how the Money Reset works. If not, no hard feelings, the fixes are yours to keep.
Free, no pressure, and you'll walk away with a plan either way.
Book free Money Leak AuditWhether it's about coaching, taxes, or just figuring out where to start, I'll get back to you within one business day.