Money, Debt and Taxes

Money, Debt and Taxes Make more money, demolish your debt, tame your taxes! Then let's create a business around your passi

01/19/2026
12/05/2024

Funny!

I found this article and thought it was a great read for the start of a new year.  Enjoy!43 Prompts that Will Change You...
01/01/2024

I found this article and thought it was a great read for the start of a new year. Enjoy!

43 Prompts that Will Change Your Life For The Better

“[W]henever you find yourself on the side of the majority; it is time to pause and reflect.” — Mark Twain

Great big happy shout out to Ginici Studios for my awesome new headshots!  It was actually fun having my pictures taken ...
12/06/2023

Great big happy shout out to Ginici Studios for my awesome new headshots! It was actually fun having my pictures taken and I love the results!
Which one is your favorite shot?

Enjoying the Chardonnay and the vibe at the Bubbles and Tea Coffeehouse Grand Opening!
06/09/2023

Enjoying the Chardonnay and the vibe at the Bubbles and Tea Coffeehouse Grand Opening!

Hi Friends, So I’m really excited to let you know about a new group training that I will be doing. You might not know th...
01/28/2023

Hi Friends,

So I’m really excited to let you know about a new group training that I will be doing.
You might not know that along with doing taxes for businesses and individuals, I coach real, ordinary people about money. (You know, people who aren’t making a million dollars a year!)

I’ve had lots of people ask for a more affordable way to get some coaching, and I am happy to announce that I have decided to add group coaching this year. My plan is to have 4 different training programs during 2023, each focused on a different financial skill.

The first training/coaching session is going to be on paying off your credit card debt. Stay with me here, I know no one likes to think about their credit card debt, but I decided to start there, because it is the area I get the most requests, and I think it is a great place to start if you are wanting to improve your personal finances. I like to call it the “Debt Payoff Effect”. Many of the skills and strategies you learn to pay off your debt, transfer over into other money areas, like saving and investing. So when you see yourself making progress and paying off your credit cards, you get more excited about saving and investing, and maybe even starting a side hustle to earn more money.

And here is the best part, It is going to be FUN! I promise, instead of the usual shame and blame around credit card debt there will be surprises and prizes!

In just 90 days you are going to change the way you think about your money and your credit card debt. You will have created AND implemented your custom debt payoff plan that works for you and doesn’t make you give up life’s little luxuries. YES, you can pay off your debt and still enjoy lattes and avocado toast!

You will feel good about your debt and the plan you have to get it paid off. And you can use the same skills and strategies you learned to tackle the other debt you might have, like student loan debt and maybe even your mortgage!

Because this is the first time for me doing group coaching, and I am sure there will be some hiccups along the way, I am going to offer the program at the really discounted price of just $495 and offer a money back guarantee. If you complete the course and do the work, and don’t feel like you got a great deal, just give me a call and I will give you a complete refund.

And if you really want to be a trailblazer, the first 5 people that sign up will also get one free private coaching session where we will work together to break through your biggest challenges.

If this is something you are interested in, please send me a DM and let me know when would be a good time to talk and see if the program is a good fit for you.

Thanks for reading, and please share with a friend if you think this would be helpful.

Address

338 W. Tefft Street Suite A
Nipomo, CA
93444

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