Financial Coaching

Being organized and knowledgeable about your finances is key to a successful financial future. Aligning your needs, values, and expectations with your finances is critical to achieving your goals and financial independence.


At Tax-Keeping by AC, we design comprehensive, clear financial plans, reflecting our individual clients’ situation, risks, advantages, and expectations, so that they can look at the big picture and have more clarity to approach budgeting, saving, and taxes with confidence.



We have the expertise needed to provide you with sophisticated and forward-thinking advice and financial consulting, tailored-made to your situation and needs to achieve your objectives both now and in the future. As your financial planner and partner we not only set up a personal financial plan but we hold you accountable throughout your journey to assure you achieve your goals and to pivot the strategy when life gets in the way.


Let us assist you by providing support and stability in this changing environment.


Call Tax-Keeping by AC and start your journey to financial freedom.

All Financial Plans are provided at $150 with quarterly accountability meetings. 

 

  • Budgeting ($50)
  • Debt Management (starting at $190)
  • Saving plans ($100)

Your Financial Journey

Budgeting

The first step of your financial journey is creating a realistic, personalized budget. Track your income and manage expenses to build healthier financial habits.

Debt Management

We work with you to organize your debts, prioritize payments, and develop strategies to reduce interest and eliminate balances faster.

Savings Plans

We’ll set clear targets, break them down into achievable milestones, and provide strategies to make saving easier.

Investments

Connect with trusted financial advisors through our referral network to take your financial journey even further. Invest your money and begin to build wealth.

Our Financial Coaching Services

Budgeting Services

We design comprehensive, clear budgeting plans, reflecting our individual clients’ situation, risks, advantages, and expectations. Pricing is $50.

Custom Debt Strategy

Our expert specialists can create a custom debt strategy to get your debt paid at least 3x faster than going on your own. We analyze your current household income, total debt, and interest rates to customize your strategy. Pricing starts at $190.

Savings Plans

Unlock your financial potential with customized savings plans designed to fit your goals. Pricing is $100.

Accountability Plans

We have accountability plans to keep you on track with your custom financial plan. We’ll help you stay motivated and on-course when it comes to your financial goals.

Highly Intuitive Software

We have software to help you allocate funds to get your debt paid faster than any other program.

Quarterly Meetings

Stay on track and adjust your financial strategy with our quarterly coaching meetings. Every three months, we’ll review your progress, celebrate wins, and address any challenges that arise.