Sound Financial Strategies and Solutions For Individuals, Families, and Businesses

Schedule a Free Call

STRATEGIES for different stages

Managing Daily Expenses

Let's discuss your goals for:

  • Earning and saving more money
  • Managing monthly expenses
  • Getting out of debt
  • Building a savings or emergency fund
  • Saving for retirement


Building Wealth

Let's discuss your goals for:

  • Saving for retirement
  • Building and protecting wealth
  • Investment tools
  • Tax strategy

Growing a Profitable Business

Let's discuss your goals for:

  • Increasing income and reducing expenses
  • Paying less in taxes
  • Growing your business so that you can sell it in the future
Schedule a Free Call

Alata

Alice

Open Sans

Noto Sans

Bebas Neue

Great Vibes

Rock Salt

Exo

Belgrano

Overlock

Cinzel

Indie Flower

Staatliches

Roboto Slab

Lato

Noto Serif

Open Sans

Montserrat

Ubuntu

Rubik

Delius

Amiri

Montserrat

What our clients are saying

Erin is a rockstar. She's flexible, efficient, and reliable. She's a quick study and provides both strategic and hand-on support to our growing business. Highly recommend.

Lauren Maddox

Partner, Due East Partners

It was one of the smartest decisions I’ve made since starting my business to hire Erin as my part-time COO/CFO. Erin is always thinking ahead, keeping me well-informed, and being a great strategist. She’s also fun and easy to work with. Highly recommend. 

Aaron Kornbluth

President, akorn environmental

Erin Flaherty is a special find in the entrepreneurial business world. Intelligent, talented and savvy.

Crystal Blanchard,

Owner & Clinician, Wye Oak Therapeutic Services

Share by: