One goal, one plan, proven results
We turn your financial chaos into a clear, step-by-step plan. Based in Los Angeles, our personalized strategies have helped clients gain real freedom.
One flat rate, no surprises
Know the price before you agree. Every service comes with transparent flat fees or quick quotes, so you can move forward with confidence.
The Foundation
A complete annual plan covering tax prep, document preparation, strategy calls, and email support throughout the year.
$8,500
/ yearAnnual tax preparation
Document preparation
Quarterly strategy calls
Email support
Pay As You Go
Perfect for one-off needs like tax filing, document prep, or credit disputes. Same flat rate, no hidden costs, no surprises.
Flat fee
/ serviceSingle service focus
Flat fee pricing
Quick quote process
Custom Strategy
For bigger goals like business setup, estate planning, or loan navigation. A personalized plan built around your specific situation.
$14,750
/ projectPersonalized planning
Dedicated support
Transparent pricing
You don't need a magic formula. You need a plan that fits your life.
Rae's personalized financial consulting turns scattered problems into clear, manageable next steps. No templates, no jargon, just a plan built for how you actually live and work.