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Finley's Financial Services

Financial Services

The Alternative Financial Solution

Financial Prosperity Starts with Financial Empowerment

TRANSFORM YOUR RELATIONSHIP WITH MONEY

My Professional Values

INTEGRITY

I will earn your trust and not take it for granted

ACCEPTANCE

I fully support people of all races, genders, faiths,

and socio-economic status

EMPOWERMENT

I will teach you the skills you need

to feel confident in your financial decisions

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Financial Services

Offering individuals, families, and small businesses a broad array of personalized services.

I will walk next to you, in partnership, on your financial journey.

To learn more, please select a category below

Taxes

Taxes

Personal Tax Preparation
Business Tax Preparation
Tax Advisory
Amended Tax Preparation

Personal Finance

Personal Finance

Financial Questions
Budgeting
Financial Coaching
Personalized Workshops

Business Finance

Business Finance

Business Plan Development
Business Strategy Consulting
DEI Consulting
Financial Statements/ Analysis
Custom Workshops

Success Stories

“Excuse the cliché, but Finley took the Frustration out of Finances (well, by doing my taxes anyway!). They approached the mess that was my finances and quickly created a smooth path to filing. Finley was patient with me and clarified the details as many times as I needed for me to understand. They never made me feel stupid, which other tax preparers have done. I will continue using Finley’s Financial services for many years to come, or until Taxes no longer exist.”

Fran P.

Contact me to
begin your journey of financial empowerment!

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