Clear Guidance.
Confident Decisions.
Helping individuals, families and small businesses with taxes, finances, and real estate for over 30 years.
My Story
Originally from the Province of Pangasinan in the Philippines, I earned my degree in accounting and became a Certified Public Accountant before continuing my career in the United States. I began my work in tax services with Jackson Hewitt, working out of Montgomery Ward, while also raising my family and balancing work from home.
Over time, my work naturally expanded beyond taxes into financial guidance, real estate, investing, and property renovation. I’ve helped clients—and myself—navigate buying, selling, rehabbing, and planning for the long term. That hands-on experience allows me to see the full picture and offer practical, well-rounded support.
Outside of work, I enjoy thrifting, gardening, and traveling. I’ve always been curious and enjoy learning new things—whether in life or in my work—which helps me stay engaged and thoughtful in how I support my clients.
Our Services
Strategic Planning Workshop
Collaborative sessions to align vision, set measurable goals, and map clear tactics.
Starting from $5,000
Market Entry Analysis
Comprehensive research and risk assessment to help you penetrate new markets confidently.
Starting from $7,500
Operational Efficiency Audit
Identify bottlenecks, streamline processes, and boost profitability.
Starting from $6,000
Digital Transformation Roadmap
A step-by-step plan to modernize systems, improve agility, and enhance customer experience.
Starting from $9,000
Leadership Coaching Program
One-on-one guidance to elevate leadership skills and drive team performance.
Starting from $3,500
Change Management Support
End-to-end change initiatives that keep projects on schedule and teams engaged.
Starting from $8,000
About Us
We are a results-driven consulting firm specializing in strategy, operations, and digital innovation. Our seasoned advisors combine data-backed insight with real-world experience to deliver solutions that move organizations forward.
What Our Clients are Saying
Their strategic guidance transformed our go-to-market approach and doubled our revenue in six months.
-- former client
The team’s hands-on support made a complex digital overhaul feel seamless.
-- former client