Meet Rae
— IRS-authorized tax preparer, financial strategist, and legal-in-training. She makes money make sense. No jargon. No judgment. Just a seriously smart, down-to-earth plan to build wealth and claim real financial freedom.
IRS Tax Preparer
PTIN P03120299 — authorized to represent clients before the IRS with full credentials and compliance expertise.
Advanced Degrees
M.Ed. (Master of Education) from Arizona State University, B.A. (Bachelor of Arts) from CSUN, and A.A. (Associate of Arts) from Ventura College — demonstrating continuous academic achievement.
Document Preparation Expert
QIDP (Qualified Intellectual Disabilities Professional) and Qualified Document Preparer certifications ensuring accuracy and regulatory compliance in all filings.
Legal Training in Progress
Starting September 2, 2026, I’m going all-in on a pre-law path—trading broad study for a real focus on case law, constitutional theory, and how the legal world actually works.
Personalized strategies driven by mindset, structure, and persistence
Rae approaches every client the same way she approached behavioral programs: identify the goal, break it into steps, stay consistent, and keep moving forward. Financial challenges require patience, strategy, and the belief that improvement is possible. Becasue there is always a way..
100%
Personalized to you
No templates, no one-size-fits-all plans. Every strategy is designed around your specific goals, life situation, and vision for your future.
2021
Founded
Established during the COVID pandemic to help individuals and small businesses navigate financial challenges when they needed it most.
$15K+
Monthly revenue
A proven, growing consultancy built on results, referrals, and a genuine commitment to client success.
∞
Mindset matters
Change your mind, change your life. With the right strategy and persistence, no financial goal is out of reach.