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Our Services

We strive to uplift BIPOC, LBGTQ+, Neurodivergent,
Transitioning Veterans, and Under-Recognized Communities.

1

Financial Planning 
& Budgeting

$199.00/month​​​​​

  • ​​​​Automated Budget Tracking 

  • Credit Card and Debt Consolidation 

  • Career Networking with U.S. Federation of Worker Coops

2

Assets Under Management (Schwab)

​ 1% Annualized​​​

  • ​​Dedicated Financial Advisor

  • "Detox" Investments

  • Values-Aligned Portfolios

  • Active De-Risking of Portfolios

  • Retirement Rollover Support

3

Small Business Bookkeeping

$85/hour​​​​​

  • Accounting Services for      Small Businesses 

  • Quickbooks Review

  • Tax Readiness  

  • Tax Filing Services available 

4

Fractional CFO

$350.00*/month​​​​

project-based pricing

  • Strategic financial management for startups & growing businesses ​

  • ProForma 

  • Cash Flow Analysis 
  • Forecasting 
  • Grants & Funding Strategy

5

Tax Filing

$350.00+/individual(s) 

$700.00+/small businesses 

  • Tax Preparation

  • Tax Filing

  • IRS Extensions (if applicable)

  • Amendments

  • TikTok
  • Instagram
  • LinkedIn
  • Facebook
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©2026 by Money Positive.

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Amanda Dunn and Christopher Hufana are registered investment advisors in California and Texas. The Advisors may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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