Support built for where you actually are

Start Here — It's Free

Free 15-minute Fit Call

Not sure where to start? Let's figure it out together — no pressure, no pitch, no commitment.

This complimentary call is for anyone considering a paid service with The Finance Angel. We'll talk about where you are, what you're struggling with, and which service (if any) makes sense — including the honest answer if I'm not the right person for what you need.

This call is for you if...

You're curious about 1:1 support but not sure which service fits.
You have questions before committing to a session or tax service.
You just need someone to talk it through with, shame-free.

Come as you are. Nothing to prepare, no numbers to have ready. Video via Google Meet, cameras optional. A call is not required to purchase digital templates.

Book Your Free Fit Call

Services at a glance

All current rates are Founding Round rates for the first 20 clients — locked for life. Standard rates apply to everyone after.

Service	Founding rate	Standard rate	Format
Free Fit Call	Free	Free	15 min, Google Meet
Monthly Budget Check-In	$44 / mo	$55 / mo	Text / email only
Money Reset Session	$111	$144	Async audit + 60 min live
3-Session Reset Package	$333	$444	3 x 60 min live
Monthly Accountability Retainer	$77 / mo	$111 / mo	Monthly + support
Simple 1040 Tax Prep	$144	$222*	Seasonal
Tax Planning Session	$88	$111	60 min live
Monthly Bookkeeping	$222 / mo	$333 / mo	Monthly

* Future tax-prep rate applies once licensed as a CPA. Current tax prep is offered as a PTIN-registered preparer. Standard and credential-step rates are projections and may be adjusted before they take effect; founding locks are permanent. All paid 60-minute sessions share one booking link that I send personally after your Fit Call.

Monthly Budget Check-In

Low-stress, low-commitment support by text or email only.

$44 / moFounding rate

Standard rate: $55 / mo

Once a month, I review your actual spending against the budget you choose and send back personalized suggestions by text or email.
No call required — accountability without scheduling another meeting.
Pause or cancel anytime. Your founding rate stays yours for life with no continuity requirement.

Best for: steady maintenance after a Reset Session, or a gentle first step if a live call feels like too much right now.

Start With a Fit Call

Money Reset Session

A focused reset — your numbers reviewed in advance, then a live session on what to do next.

$111Founding rate

Standard rate: $144

Async audit prep first: you complete the fillable Cash Flow Worksheet (due 24 hours before) so I've reviewed your numbers before we meet.
60-minute live video session (Google Meet, cameras optional) on your numbers, priorities, and mindset.
Written recap with a personalized action plan for what comes next.
One Finance Angel template of your choice from the current library.

Because your numbers are reviewed in advance, our live hour goes to decisions, priorities, and the money psychology underneath.

Start With a Fit Call

3-Session Reset Package

Go deeper — not just identify the problem, but actually change the patterns.

$333Founding rate

Standard rate: $444

Three 60-minute live video sessions, flexibly scheduled within your availability.
Async audit prep before every session, so session one starts from real findings, not guesswork.
Voice memo or email support between sessions.
Session recaps, a cumulative action plan, and three Finance Angel templates — one per session, chosen together.

Best value on the menu by design: three sessions in one shared budget system.

Start With a Fit Call

Monthly Accountability Retainer

Ongoing maintenance to keep your budget — and your momentum — alive.

$77 / moFounding rate

Standard rate: $111 / mo

One 30-minute monthly check-in call plus a monthly progress review of your actuals.
Voice memo or email support up to twice per week between calls.
Full access to the Finance Angel template library — every new release, automatically, at no additional cost while you're a retainer client.

Total value $500+. As the digital catalog grows, retainer clients receive new templates free.

Start With a Fit Call

Simple 1040 Tax Prep

Straightforward individual tax preparation, done carefully and explained in plain language.

$144Founding rate

Standard rate: $222*

Best for W-2 income, standard deductions, and uncomplicated returns.
Tell me about your situation on the intake (side hustle income, investments or crypto, anything more complex) and I'll confirm fit on our Fit Call before you pay.
Engagement agreement signed before preparation begins; PTIN-registered preparation.

Offered as a PTIN-registered preparer. The title "CPA" will not be used until I am licensed.

Start With a Fit Call

Tax Planning Session

A 60-minute live session to plan ahead — not just react at filing time.

$88Founding rate

Standard rate: $111

60-minute live video session, booked through the same private link as other sessions.
We review withholding, estimated payments, deductions, and timing decisions for your real situation.
Written recap with next steps you can take before year-end.

Best for: anyone who wants to stop reacting at filing time and start planning ahead.

Start With a Fit Call

Monthly Bookkeeping

Clean, current books without hiring a full-time bookkeeper.

$222 / moFounding rate

Standard rate: $333 / mo

Monthly categorization, reconciliation, and a plain-language summary of where the money went.
Built for solopreneurs and very small businesses who want to be ready at tax time, not scrambling.
Fit confirmed on a free Fit Call — if your books need a different level of support, I'll tell you honestly.

Best for: solopreneurs and very small businesses.

Start With a Fit Call

Bundle & save

Bundles lock at founding rates just like individual services. On our Fit Call I'll do the math with you so you only bundle if it actually saves you money.

Tax Season Power Combo

1040 Prep + Money Reset Session

$222

You save $33

New Year Reset

3-Session Package + Tax Planning Session

$333

You save $88*

Monthly Duo

Budget Check-In + Accountability Retainer

$111 / mo

You save $10 / mo

* New Year Reset: the Tax Planning Session is effectively included free. Tax Season Power Combo is available January–April. Bundle rates lock for founding clients on the same no-continuity terms as individual services.

Founding Round — First 20 Clients

Founding Client Forever

You're early. That's a big deal — and I want to thank the people who take a chance on me before the letters go after my name.

The Founding Round is the first 20 clients, first-come, first-served. If you sign an engagement agreement and receive services as one of the first 20, you're marked as a Founding Client in my records — that mark never expires, and it automatically triggers your special pricing.

Your rate, for life

Your founding rate on the services you engaged — the price on this page, even after standard and credential-step rates rise.

40% off future services

40% off every future service I ever release, for life, on top of your locked rates.

No continuity requirement

Pause, take a break, come back in two years — your founding pricing is still yours. Life happens; your rate shouldn't punish you for it.

Spots are released in small batches of five so every client gets my full attention while I finish graduate school and certification. When a batch fills, join the Founding Client Waitlist — waitlist members are offered the next batch first, before the public booking link returns. Once all 20 spots are claimed, the Founding Round closes and new clients pay standard rates.

Founding Round spots are limited to the first 20 clients and will close without notice once claimed. Sliding-scale spots are available — please don't let cost be the reason you don't reach out.

Referral program — share the reset

The best clients come from people who've lived the work. If you send someone my way, I want to thank you both.

You (the referrer)

Get your next session free — or, on a monthly plan, your next Monthly Budget Check-In or accountability call free.

Your friend

Gets $22 off their first paid service or session.

They can refer onward, too

Every client can refer others and earn the same rewards — free sessions or a Finance Angel template of choice.

Just have your friend mention your name on their Fit Call booking or prep form so I can credit you both. No codes to keep track of.

How it works

The free Fit Call is the front door. Everything else follows from that conversation, so you never have to guess which service to buy.

1

Book your free Fit Call

15 minutes. Just three quick questions — name, email, and (optional) your biggest money stress right now. No long form before a free call.

2

Optional prep form

Your confirmation email includes a short, low-pressure prep form. Nothing is required and there's nothing to prepare.

3

We talk it through

On Google Meet (cameras optional), we look at where you are and I recommend the service that fits — including saying so if that's not me.

4

I send your next step

If we're a fit, I'll send the private booking link for your 60-minute session plus a Stripe invoice or payment link. Paid sessions are never on a public calendar.

5

Complete your intake

Before a paid session, you'll complete the full intake form plus the async Cash Flow Worksheet (due 24 hours before) so we can dive straight in.

6

Your reset begins

In every live session, you'll walk away with clarity, a plan, and tools you can actually use.

When a founding batch fills, the booking link is replaced with a Founding Client Waitlist form. Waitlist members get first dibs on the next batch before the public link returns.

Availability

The Finance Angel is an evening-and-weekend practice alongside my full-time role and graduate program, so hours are intentionally focused.

Tuesday, Thursday & Friday: 7:00–9:00 p.m. Central
Saturday: 10:00 a.m.–2:00 p.m. Central

Appointments outside these hours are available when possible — just ask on your Fit Call. I take a maximum of two Fit Calls per weeknight and three on Saturdays.

Known out of office (through December 31, 2026):

October 29–31, 2026 — birthday / Halloween
November 19–30, 2026 — family cruise & Thanksgiving travel
December 21, 2026 – January 5, 2027 — holidays & campus closure

A note on credentials

I am a CPA and CFP candidate, not yet licensed. I prepare taxes as a PTIN-registered preparer and offer financial coaching and education — not investment advice, not therapy, and not licensed financial planning. When a service requires a license I don't yet hold, I'll tell you and point you to the right professional.

Financial coaching and education for informational purposes only. See the full disclaimers page for details.

Ready to take the first step?

No pitch, no prep, cameras optional. We'll figure out together which service (if any) actually fits.

Book Your Free Fit Call

Free 15-Minute Fit Call

Request your Fit Call

Three quick questions, no pitch and no prep. I'll reach out to set up a time, and if we're a fit I'll send any next steps and payment details myself.

Not sure which tier?

Download the Pricing Guide

The full Services & Pricing Guide: every service, founding and standard rates, how the Founding Round works, and what to expect.

Download Pricing Guide

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