Hello, everybody! I am close to retirement from my full time job and look forward to having the time to really help some people! I have evolved from just tax preparation to tax preparation and bookkeeping. I am located in Lakeland, Florida but online means world wide! Hope I can help some people out!

Hello! I with World Financial Group. I have been with them less than a year. My business runs on Zoom and I am licensed in 7 states., OR, CA, ND, OH, TN, NJ, and PA. I focus on protecting children and those over 50 with or w/o health issues. I also provide a varied collection of annuities.

As a financial planner with Transamerica and WFG, I've spent the past year helping people discover how they can have a better life by securing their financial future. It's what drives me to get out of bed every day. Living in Sequim, WA, and raising seven children here has connected me to my community, but I'm eager to branch out and connect with others in the same industry. Looking forward to connecting with like-minded professionals!

Hi, I'm Kelly, owner and operator of Eleven 14 Financials, 

A financial coaching business where I help individuals and couples who struggle with managing their money gain clarity, build confidence in keeping more of their money and learning how to multiply it to better serve them and live the life they have wanted.

I often share with my clients that I am the step before you start investing your money to build wealth. 

So, I partner with advisors, to refer my clients to so they can start to build lasting wealth. 

I'm looking forward to connecting.

Hello, everyone, I am financial coach. I help guide my clients in learning how to manage their money. We focus on developing new habits and behaviors, so they stop living paycheck to paycheck and they start building wealth. I'm looking to partner with others who have the heart of a teacher to help their clients succeed.

Hello! Anthony Buck here, I am the owner of Ten Point Financial Group and partner agency of Foundational Wealth Partners.  


We educate people such as blue collar and single family households, real estate investors, business owners, C-Suite executives and NIL athletes on strategic ways to eliminate debt, protect assets and repeat legacy money for generations to come.  

We are purely focused on educating clients first and our goal is teach people how to spend money efficiently, optimize vehicles to create leverage and provide protection from uncertainty.  We are NOT a debt consolidation company for a fee, we simply provide our clients with options and create a roadmap to help them accomplish their goals.

Hello All! I specialize in Tax preparation for small businesses and financial services like help with getting incorporated, filing for non profit status and organizing business finances. I am also a life insurance agent and offer many retirement products including a 5 year retirement plan that businesses can offer their employees and use as a write off. I am in Georgia but licensed in 8 states

Hello! I'm Courtney I have run Thrive at Money for two years. We are a Financial Education and Coaching business, teaching women, couples, and small businesses how to get financially free. We're located in Denver, Colorado, but serve people nationally!

I can't wait to connect with the incredible people in this group! I'm eager to collaborate, share insights for success, and build new friendships along the way! 😄

Hi everyone! I’m a founders of Cornerstone Accounting & Advisory. We work alongside business owners who are balancing growth with the challenges of managing their finances. Our focus is on helping businesses make financial management less overwhelming so they can spend more time focusing on operations, strategy, and growth.

Always happy to connect with other professionals supporting up and coming businesses!

Hi everyone — I’m Wanda Butler. I work at the intersection of financial literacy and life transitions, specializing in the financial complexity of separation and divorce.

I support clients before they engage legal or long-term advisory strategies by establishing full financial disclosure, testing feasibility, and aligning expectations with reality. 

I often collaborate with financial advisors as a financial-first referral partner, particularly when clients are facing complex assets, real estate decisions, or restructuring two households.

Looking forward to connecting.