Services
Services Offered
Financial Coaching
We understand that every individual has
unique financial aspirations. Our Financial Coaching service is designed to tailor a roadmap to your specific objectives. Through in-depth consultations, we identify your financial goals, assess your current financial situation and develop a personalized action plan to help you reach your targets. Whether it’s achieving a comfortable retirement, buying a home, or starting a business, our
expert guidance will set you on the path to financial success.
Under the monthly coaching program, we ask for a minimum of a 4-month commitment. We will have
two coaching sessions a month for 60 minutes and each coaching session will cost $150. On average, it
takes 4-months to develop a budget, healthy habits and a new mindset around personal finance.
Financial Education
Our Financial Education service is a cornerstone of our commitment to your financial empowerment. We go beyond conventional financial services by providing comprehensive education on fundamental financial concepts. From teaching you how to save effectively, create and stick to a budget, manage credit wisely, to understanding the intricacies of net worth, 401(k) plans, inflation, and investing strategies, we equip you with the knowledge and skills to make informed financial decisions. With our guidance, you’ll gain confidence in managing your finances, ultimately achieving financial stability and prosperity.
Toomer CPA
We are dedicated to your financial well-being. Our services are designed to empower you with the knowledge, tools, and strategies needed to achieve financial excellence. Explore our website for more information about pricing, our team, and the value we bring to your financial journey. Your financial success begins here.
