What Makes Us Different

FinMas aims to revolutionize money management and lifestyle through tax planning and coaching. Many Americans lack savings, accumulate debt, and feel overwhelmed by financial information. Financial institution often prioritize profits over personal assistance.

At FinMas, we prioritize building relationships to empower clients with financial education and control. Our mission is clear: to help people understand their financial decisions, build wealth, and leave a legacy for their families and communities.

Our Process

1

Embarking on Your Journey with Your Coach

First, we’ll introduce you to your committed coach. They’ll get to know your financial situation or you business, show you how financial coaching works, introduce you to our services platform, and gather all information they need from you.

Managing Your Planning or Bookkeeping

For the type of term subscription that you have selected, for each term your coach will import all of your bank transactions and get to work on your financial goals and strategies. If they need any additional information they will get in touch with you.

2

Setting Benchmarks & Establishing Goals

We deliver financial reports and create a budget that fits tour needs. This allows you to easily track your financial health or the growth of your business with financial reports and forecasting. At tax time we meet and deliver an annual review to prepare for your next years goals.

3

Our 5% Commitment

Success comes in many ways, not just for our clients but for our local community. We are committed to donating 5% of our profits to local charities and harvesting social profit for the local community.

REQUEST AN APPOINTMENT

Give us 15 minutes to get to know you - your situation, goals and needs. We’ll connect you with the right advisor who will create a comprehensive plan to help you reach your goals.