A solution for every financial need
Our services
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
Record keeping
Ongoing logging of bank and credit transactions and tracking of business expenses to help prepare for financial statement generation and tax return filing.
Starts at $1,000
Investment lessons
We specialize in transferring our investment expertise to you, pursuant to your individual and business needs.
Starting at $5,000
Business profitability assessment
Deep-dive forensic review of your business’ operational efficiencies and areas for potential improvement.
Starting at $10,000
“I never would have been able to make sense of my taxes without your help. Thank you for the last-minute save!”
— FAYE R., LL FINANCIAL CLIENT