Find your Financial Balance
“Luke and Amanda’s insight and ability to help you come to your own conclusions and decisions about your financial goals and possibilities is remarkable. They are financial lifesavers!”
– Valerie S, FL
In-Depth Analysis
We provide a personalized, in-depth analysis of your current lifestyle costs and the alignment of these costs to your values and life goals.
Improved Budget
We support you in the construction of an optimized and sustainable financial plan to take with you for years to come.
Less Stress & Anxiety
Our mission is to reduce stress and anxiety surrounding your financial situation and help put you on a path to achieve your financial goals.
“I’ve always been able to hustle and make money and make ends meet somehow and would save a little money here and there but you have shown me a different way of thinking all together. I had so many moments of realization throughout the process I can’t even describe it.”
– Donna K, FL
Interested?
Reduce the stress and anxiety surrounding your financial situation.
Our Most Recent Writing:
Financial Literacy is Paramount
According to a 2017 study by Careerbuilder, 78% of U.S. workers live paycheck to paycheck in order to make ends meet, nearly 75% of workers say they are currently in debt, and 1 in 4 workers do not set aside any savings each month. Frankly, I’m not sure which one of the above findings pissesContinue reading “Financial Literacy is Paramount”
Mindful Spending in Practice
As the name of our business suggests, we approach personal finance using a mindful approach that considers the returned value from what you are spending, whether your spending ties in to your values and moving you closer to your definition of living a meaningful life, and the opportunity costs of your spending. Mindful spending makesContinue reading “Mindful Spending in Practice”
About Us
We are a PharmD & CPA duo striving to help you find your financial balance, offering budget coaching, tax prep and finance optimization.
Our Services
Our services include a 3 Month Money Revamp , One-Time Budget Analysis, BYOBudget Analysis, and more.
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