CPA & financial coach
You earn well.
Let’s make a plan
for it.
Understand your spending, pay down debt, and build savings—with personal guidance from a CPA.
You’ve been meaning to figure this out.
You make good money, but you still find yourself wondering where it all went. You’re paying the bills, carrying a balance you thought would be gone by now, and telling yourself you’ll start saving more next month. You know something needs to change—you just haven’t had the time, clarity, or support to figure out what.
Maybe that’s what brought you here. I’m Brenna, a CPA and financial coach, and I’ll help you make sense of your numbers and build a realistic plan for your life. You don’t have to have it all together before we start.
A practical plan. A partner in your progress.
Understand your money
We’ll review your recent statements together to see where your money is going, identify what’s working, and find opportunities for change.
Build your plan
We’ll create a realistic spending and debt repayment plan, and set meaningful savings goals that fit your priorities.
Keep moving forward
You’ll have scheduled, one-on-one coaching to review your progress, address challenges, and make adjustments as your life evolves.
Meet Brenna
CPA. Financial coach. Your partner in making progress.
I help individuals and couples turn financial overwhelm
into practical next steps.