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.


Through personal 1-and-1 financial consulting services, financial needs assessment, workshops and webinars, we deliver the following services:


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]