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