Learn about our services

  • Financial Foundations LLC offers free financial planning. With over 17 years of experience, we can guide you towards financial peace. You still have to do the work, but sometimes all you need is knowledge and a partner for support, and we are here to help!

  • Having a Financial Power of Attorney can be useful depending on your job, age, and life circumstances. We offer this service, which includes managing your financial accounts and budget, along with paying your bills and providing you a spending allowance.

    Our price depends on the number of services we manage for you. Schedule your free consultation for a quote.

  • As an Enrolled Agent and tax preparer with more than 17 years of experience in the field, we proudly offer comprehensive tax preparation and planning services. Our expertise allows us to assist a wide range of clients, including sole proprietors, S Corporations, C Corporations, and Non-Profit organizations. The cost of our services is determined by the specific forms and documentation required to successfully complete your federal and state income tax returns. We look forward to helping you navigate your tax obligations and maximize your financial outcomes.

  • We have accumulated over 30 years of valuable experience as successful business owners. Armed with this extensive knowledge, we are well-equipped to assist you in creating effective business budgets, setting achievable growth goals, and connecting you to the proper bookkeeping and payroll services that are specifically suited to meet your unique needs.

Free Financial Planning

Free Financial Planning

Financial Foundations LLC offers free financial planning. With over 17 years of experience, we can guide you towards financial peace. You still have to do the work, but sometimes all you need is knowledge and a partner for support, and we are here to help!

Included in our free comprehensive financial planning is:

  • The Important process of exploring and adjusting your budget to align with your current financial situation.

  • Additionally, we utilize a method known as Debt Stacking, which is designed to help you pay off your debt as quickly as possible while minimizing interest payments.

  • Moreover, we will guide you in learning about the various kinds of savings accounts you should consider having to support your financial well-being.

  • Once we have effectively tackled the budget and savings components, we will then shift our focus to your retirement and investment strategies to ensure they meet your unique needs and align with your long-term life goals.

Even if you want to participate in the entire program or prefer to focus on just one specific area of interest, please take a moment to fill out our comprehensive Financial Survey and book your appointment today to get started!