TRANSFORM YOUR LIFE TODAY!

You Can Achieve Financial Clarity and Empowerment!

Carine Keenan, a Licensed Marriage Family Therapist, and Joe Keenan, a CPA and Certified Financial Planner, have collaboratively designed an integrated approach to educate, guide, and empower clients to understand their relationship with money and to manage and plan their finances. We help our clients use money as a tool to confidently achieve financial freedom, crush financial goals, and live with financial peace of mind.

Money Relationship Guidance

Money is linked to many behavioral patterns and emotions which impact the management of finances. We helped you work through these established mindsets so that money strategies can be successfully implemented.

Get the knowledge and mentoring you need to be able to understand, plan, and manage your finances.

Financial Education and Guidance

We teach the knowledge and skills you need to be able to understand, plan, and manage your finances. We mentor and guide you as you make the educated financial decisions necessary to keep you on the road to achieving your life goals.

OUR PROCESS

Free Initial Consultation

We start with a free initial consultation to determine if we are a mutual fit. We want to learn as much as possible about you, your life, your relationship with money, an overview of your finances, and your goals and aspirations. Pretty much what you want out of life and what may be keeping you from achieving your dreams. Once we have a general understanding, we explain how we can help you and what you can expect. We work together to outline a plan.

The Work

Typically, we will schedule a series of meetings over a 6-month period starting with providing you the education to get your current financial situation in order. Here we address any money relationship barriers to reaching your goals. We then collaborate to put together a money plan and coach you to financial success.

Monitoring Your Plan

If you believe you can take your plan and run with it, that is great! However, your money and relationship plans are not static. They must be dynamic, that is, flexible to changes. Life's circumstances are constantly changing, and your plans must adapt. We can continue to mentor and guide you as you embark on your evolving goals.