Financial & Leadership Strategies for Long-Term Success

Organizations, decision-makers, and families trust our expert financial guidance, leadership coaching, and tax strategy solutions since 2016

We Serve the F.E.W.

multi generational family single dad kids toddler elders

Families (ALSO Singles)
& Caregivers

Group of professional leaders executives or board members at a conference or meeting table review documents. Men and women of various ages and backgrounds reviewing the approval signing of a document. People are wearing blazers, suits, and dresses. Diverse group.

eXECUTIVES, LEADERS,
& Entrepreneurs

Woman sitting in kitchen or work breakroom with her laptop on the table talking to screen in a virtual meeting or consultation. She is drinking coffee or tea and she has on a denim top with jeans and a white shirt. She has wavy long hair and glasses. She is smiling as she talks with her hands.

Waymakers
(Nonprofits & organizations)


Our High-Impact Services

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NelSMART Financial Plan for Nonprofits

Who is this service for?
đź”· New & growing nonprofits needing financial process development
đź”· Established nonprofits that want to strengthen board governance & financial management
đź”· Organizations struggling to use financials effectively for mission, purpose & funding
đź”· Nonprofit boards seeking strategic financial guidance

Family with their baby toddler holding the child up. The woman has a bun and is wearing a denim top with jeans. The kid has two afro puffs with jeans and shirt and socks. The man has a shirt under his denim shirt. The room is in a house that is white with a white countertop.

Family Financial Education

đź”· Financial education workshops designed for families
đź”· Simple, practical tools to manage household finances
đź”· Help parents teach financial skills to children
đź”· Great for families, community organizations, and schools

Executive Coaching & Leadership Workshops

đź”· Strategic financial coaching for executives & business leaders
đź”· Leadership development for decision-making & financial confidence
đź”· Custom workshops for CEOs, directors, and leadership teams
đź”· Ideal for corporate executives, nonprofit directors, and government leaders
đź”· One-on-one coaching or group leadership development programs

4-in-1 picture. Top left picture is a couple looking at their laptop smiling while sitting on the floor in front of their couch. The man and woman are both wearing jeans. The top right photo is a meeting space with a diverse group of men and women discussing numbers and strategy. The room has exposed brick. Everyone is dressed business casual in the flex space. The bottom left is two hands shaking. One with a silver bracelet gripping the other hand. The bottom right pic has an elder woman looking at her laptop reviewing the advice and plan she has received while sitting on her couch at home.

Tax Advisory & Representation

đź”· Facing an IRS Examination (Audit)? Get expert representation and guidance.
🔷 Seeking to reduce tax balances owed & remove penalties? We’ll help explore options.
🔷 Need an Offer in Compromise to settle your tax debt? We’ll help assess eligibility.
🔷 Haven’t filed in multiple years? We’ll guide you through compliance and minimize risks.
🔷 Personalized tax strategies beyond just filing—ensuring you stay protected.


Visit Our Digital Store

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Access on-demand resources, templates, ebooks, audio, and expert guides to help you manage your finances and develop your leadership with confidence.

digital products laptop tablet computer desktop cellphone iphone droid android virtual downloadable workshop ebooks pdf guides checklist worksheets free pay what you can

Access on-demand resources, templates, ebooks, audio, and expert guides to help you manage your finances and develop your leadership with confidence.

How can we start building your solutions today?


Testimonials from Our Clients and Collaborators 

All testimonials are from actual clients or collaborators. Permission was provided, or testimonials were given independently on platforms like Google & Facebook.

Imagine making bold decisions and leading with clarity and confidence with your finances handled