Nobody here earns a commission, because we do not sell anything.
Personal budgeting, debt planning and tax preparation on flat fees. No insurance products, no investment products, no referral kickbacks. That is unusual enough in this trade to be the first thing on the page.
Flat fees
What it costs
Paid once, not monthly, and there is no ongoing relationship unless you want one.
| Tax return | Budget build | Debt plan | |
|---|---|---|---|
| Included | Federal and one state | Two hours together | Full picture, ranked |
| W-2, 1099 and itemised | Every account, every subscription | Order of attack with real numbers | |
| Reviewed with you before filing | A plan you leave holding | Creditor call scripts | |
| Amendments free if we erred | Follow up at six weeks | Reviews at 1, 3 and 6 months |
Two hours
What a budget session is actually like
No judgement, honestly
Everybody's finances have something embarrassing in them. Ours did too.
Everything on the table
Statements, subscriptions, the loan you forgot. We will find things you did not remember.
Build it together
Category by category, and you push back where it is unrealistic. A budget you did not agree to will not survive a fortnight.
Two things for this week
Not twelve. Two, small enough to actually do.
Where we meet
- Liberty
- Gladstone
- Kearney
- Smithville
- Parkville
- Platte City
- North Kansas City
- Excelsior Springs
- Online, anywhere
In person at a library meeting room or your kitchen table, whichever is less stressful. Online is exactly as effective and quite a lot easier to book.
