For a minimum of six months, we meet either in person or via Zoom for one-to-two-hour sessions. At these sessions, we review your cash flow, compare actual spending to the budget, establish goals and milestones, and evaluate progress. At the end of six months, we re-evaluate your budget, adjust for increased income, and assure the stability of your financial future.
Grow your money, we can help....
Consultations: Non-Business Owner
For the initial six months, we meet 1-2 times each month for a thorough review. Once our financial plan is in action, we move to maintenance and accountability mode. This ensures we are on track to reach your financial goals.
Consultations: Business Owner
For the initial six months, we meet 1-2 times each month for a thorough review of your business's finances. Once our financial plan is in action, we move to maintenance and accountability mode. This ensures we are on track to grow your money and help your business reach its financial goals.
Fees are paid monthly, with an initial setup fee that includes the first month of service.
Meet Maura O'Flynn
I grew up in Jackson Heights, Queens, the daughter of parents who often argued about money, and then divorced when I was quite young. I saw how much finances can impact your life. I quickly learned how to take care of household finances, and I started working and taking care of myself and my finances when I was 14.
After moving to Los Angeles in my late twenties, I worked in entertainment finance before being hired as the Finance Manager for The Los Angeles Center of WE&A (now known as Landmark Education). After two years, I moved on to Jerry Brown’s 1992 presidential campaign as assistant to the campaign manager. When the campaign ended, I didn’t want to go back to corporate life. I was a single mother, and decided to re-start my career by working with private clients.
My first client was dealing with a sales tax audit with a preliminary bill of about $90,000. After a few months of straightening the books and unraveling everything, he ended up paying just over $900 to the State Board of Equalization. That earned me quite a reputation, and he happily referred me to multiple clients.
I have been in business since 1992 and have many more success stories. Keeping families and small businesses focused on their commitments and goals—not their money—is my passion.