Connecting your Finances to your dreams
Feeling really good about your finances can be your reality!
Working with individuals and entrepreneurs to develop a clear financial plan aligned with their goals.
We create budgets connected to what you really want!
When you plan your finances from a place of achievement of your life purpose….
Budgeting becomes a positive experience.
Our goal is for you to have FUN while planning your finances to ensure you are set up for success.
Take the uncertainty out of your finances!
By applying what you love most to your financial structure…
Your dreams will become achievable goals
Managing your finances will feel positive
Your direction, timeline and success will be certain
The PLan
Planning for your future starts from the end. Picture yourself looking back at then end of your life…
What have you accomplished?
What are your most cherished memories?
What will you be most remembered for?
We show you how to turn those difficult conversations, the ones you have been putting off, into easy conversation.
Our goal is for you to have FUN while planning your finances to ensure you are set up for success.
services
Through personal 1-and-1 financial consulting services, financial needs assessment, workshops and webinars, we deliver the following services:
Budgets
Instilling Excitement Connected to What you Love
Bookkeeping Systems
Simple Solutions to Make It Easy to Succeed
Audit Ready Strategies
Fearless Preparation
Tax Planning & Filing
Understanding Which Strategies to use When and Why
Long Lasting Relationships
We work with our clients for life – no matter what stage you may be at from tax preparation to legacy planning we work with you every step of the way
Webinars & Courses
Your #1 Biggest Budgeting Mistake
Big Bad B Word – Video Series
“Having the most fun while talking about finances & changing the way we think about money”
Laura Atherton
For specific inquiries, contact Laura at
403-618-6337 or [email protected]