Notary Services

Complimentary Financial Coach

• 3 initial meetings (30-60 mins each)

• Quarterly follow ups and review (30 min each)

We provide you with guidance and tools to start creating your plan. Once you gather your information, we will review and discuss the first steps for implementing the plan.

• Budget Assistance 

• Debt Elimination Plan 

• Goal Setting and Plan 

• Getting Mortgage Ready 

For a little more help getting started and more follow ups to keep on track.

• 3 initial meetings (30-60 mins each)

• Monthly one-on-one review meetings (30 min each)

We will work together on the budget. We will review and discuss the first steps for implementing the plan.

• Budget Assistance 

• Debt Elimination Plan 

• Goal Setting and Plan 

• Getting Mortgage Ready 

Pricing varies depending on complexity.

Starter Personal Bookkeeping Services

• 3 initial meetings (30-60 mins each) to set up

  • Budget Assistance 

  • Debt Elimination Plan 

  • Goal Setting and Plan 

  • Getting Mortgage Ready 

We will work together on the budget. We will review and discuss the first steps for implementing the plan.

• Includes portal to track monthly income and expenses

• Semi monthly reports (budget vs. actual)

• Monthly one-on-one review meetings (30 min each)

Pricing varies depending on complexity.

Full Personal Bookkeeping Services

• 3 initial meetings (30-60 mins each) to set up

  • Budget Assistance 

  • Debt Elimination Plan 

  • Goal Setting and Plan 

  • Getting Mortgage Ready 

We will work together on the budget. We will review and discuss the first steps for implementing the plan.

• Includes portal to track monthly income and expenses

• Weekly email reports (budget vs. actual)

• Monthly one-on-one review meetings (30 min each)

Pricing varies depending on complexity.