Get Ready to Take
Control of Your Finances
As independent financial coaches, we blend precise
accounting with strategic financial planning, offering
you a holistic solution tailored to your needs.
HOW WE HELP OUR CLIENTS
If you are looking for a mix of personal service and knowledge, you have found the right place!
we are dedicated to providing opportunities at different stages of life. Our clients benefits from strategic ways to
go grow their businesses and wealth through creative planning and consulting.
Financial Planning
Your financial roadmap starts here. Our team of experts will work closely with you to craft a personalized financial plan that aligns with your goals. Whether you’re planning for retirement, buying a home, or funding education, we’ve got you covered.
Accounting / Bookkeeping
Stay on top of your financial affairs with our professional accounting and bookkeeping services. From managing expenses to tracking income, we provide CFO tools and expertise to keep your financial house in order.
Tax Planning
We love to prepare and file tax returns but we believe that there’s more to tax preparation. Our business model is a full year-round comprehensive plan that monitors each client’s specific tax strategy.
Consulting
We take the stress out of the complex personal financial
decisions. We guide clients through the most pressing financial events. Our financial coaches are goal oriented and provide the information needed to know your options and opportunities.
ABOUT US
The Finmas Advantage
At Finmas we’re not your typical accounting service. As independent financial coaches, we provide unbiased guidance, combining the precision of accounting with the strategic vision of financial planning.
A Journey Towards Growth
Whether it’s building wealth, optimizing taxes, maintaining accurate records, or gaining financial literacy, we’re here to support your journey toward a more secure and prosperous future.
Trust And Transparency
Build on trust, our relationship is transparent and focused on your
confidence in every financial decision.
“Financial Health Equals Health”
- Finmas
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.