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Our Services

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​​​

  • ​​Management by a 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 

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