It’s never too late to start building wealth.
Transforming financial literacy
At Lucy Lee Financial Literacy, we’re passionate about educating marginalized communities and helping you build wealth. Our registered CPAs assist our clients with financial consults, record keeping, tax preparation and filing, and financial statement preparation.
A situational approach
It’s essential for us that our clients get personalized suggestions that are relevant to their unique financial situations. Rather than do things in a cookie-cutter way, we take a systematic approach is rooted in a deep understanding of our clients’ needs.
Our rates
Introductory consults
Online or in-person, this is designed for individuals to assess their financial needs and goals. Typically, we recommend 1-2 sessions to get started.
60 mins | $500-1000 | Get started
Record keeping
Ongoing logging of bank and credit transactions to help prepare for financial statement generation and tax return filing.
Starts at $1,000 | Get started
Investment lessons
We specialize in transferring our investment expertise to you, pursuant to your individual and business needs.
Starting at $5,000 | Get started
Business profitability assessment
Deep-dive forensic review of your business’ operational efficiencies and areas for potential improvement.
Starting at $10,000 | Get started