Keeping your financial facts active and helpful to save you money!
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Serving Our Community
Independently owned financial services organization serving the community for the last 10 years.
Our Partners
Price List
PERSONAL FINANCES
Guidance on Your Personal Financial Plans
Certified Dave Ramsey Coaching
$89/hr
- Personally crafted plan for your financial needs
- "Just the facts" coaching
- Sessions are 1 hr monthly (typical time = 8 months)
Personal Financial Reporting
$39/mo
- Provide detailed facts about monthly spending
- Action suggestions to actively pursue for savings
- 30 transaction per month (addl $1.00 per trans)
- Includes monthly 15 minute accountability phone call
Deluxe Financial Package
$119/mo
- Financial Coaching every month.
- Personal Financial Reporting
- 1 hr coaching call
- Actively planning your financial future
BUSINESS CONSULTING
Multi-faceted Financial Management and Action Facts to Improve your Bottom Line
Accounting
$59/mo
- Provide all aspects of Accounting utilizing Quickbooks
- Create Financial Reports to operate your business
- 40 transactions per mo. (addl $1.00 per transaction)
Operational
$69/hr
- Assist in day to day operations
- Handle the tough jobs you don't want to tackle
- Advanced Excel skill to build a template for your operations.
General Consulting
$59/hr
- Monthly Financial review for financial accountability
- Organizational change management
- Company Strategy
Just the facts for you personally or your business