Are taxes leaving you feeling overwhelmed? Whether you're an independent contractor, a physician, or a freelancer, tax planning doesn’t have to be stressful. At Real Money, Real Answers, we offer personalized coaching and tax strategy sessions to help you make smarter financial decisions. Starting March 1, 2026, you’ll get expert guidance that empowers you to take control of your taxes and confidently plan for a brighter financial future.


Who We Are
At Real Money, Real Answers, our live coaching sessions offer personalized, real-time guidance to help you navigate taxes with confidence. Here’s how it benefits you:
Direct Interaction with experts for real-time answers to your questions.
Tailored Advice based on your unique financial situation.
Weekly Sessions covering essential tax topics.
Actionable Strategies to reduce your tax burden and maximize deductions.
Avoid Costly Mistakes with expert guidance.
Immediate Results with clear, practical steps you can apply right away.


How We Help
As the founder of Real Money, Real Answers, I understand how overwhelming taxes can be, especially for independent contractors and physicians. That’s why I’ve made it my mission to help people like you take control of your tax situation with clear, straightforward advice.
With years of experience in tax strategy, I’ve worked with countless clients to help them reduce their tax burden and avoid common mistakes. In my live coaching sessions, I’m personally involved, ensuring you get expert guidance tailored to your unique needs.
You’ll never be left in the dark. My goal is to help you feel confident and informed every step of the way.


How We Help
Our tax strategy sessions are available at various times throughout the month, so you can choose the session that fits best into your schedule. Whether you have a busy workweek or need evening sessions, we've got you covered.

How to Minimize Your Tax Liability
Learn proven strategies to reduce the amount you owe and make the most of tax-efficient investments.

Understanding Tax Brackets and Rates
We’ll explain how tax brackets work and how you can structure your income to pay less in taxes.

Avoiding Common Tax Mistakes
Many people unknowingly overpay taxes or face penalties due to mistakes. We’ll help you avoid those pitfalls.

Creating a Personalized Tax Plan
After each session, you’ll have a clear action plan tailored specifically to your financial situation, ensuring you’re on the right track.

Businesses
Helped

Combined Years
of Experience

Financial
Experts

Pricing
Monthly Plan
$99/month
Access to weekly live tax strategy sessions
Participation in the online community
Access to YouTube Tax Videos
Weekly tax updates and reminders
Weekly office coaching calls
Personalized email support (2-day response)
Annual Plan
$999/year
Access to weekly live tax strategy sessions
Participation in the online community
Access to YouTube Tax Videos
Weekly tax updates and reminders
Weekly office coaching calls
Personalized email support (2-day response)
Everything in the Monthly Plan
One simple upfront payment for the whole year

Services
Tax Return Review & Tax Plan
$2,500
Comprehensive review of your tax return
Custom tax plan tailored to your financial situation
Includes tax-saving strategies and actionable advice
Limited to the first 50 clients
Individual/Joint Tax Return (1040 + State)
$1,000
Full tax filing for individual or joint returns (1040 and state)
Expert guidance on deductions and credits
Limited to the first 50 clients
Business Tax Return (1065/1120S + States)
$1,750
Complete tax return filing for partnerships and S-corporations
State filings included for business entities
Limited to the first 50 clients
Investment Portfolio Review (Tax & Risk)
$1,000
Detailed review of your investment portfolio
Tax impact and risk assessment to ensure optimal returns
Limited to the first 50 clients

Our Team






Why Fin Advisor?
Clear answers to help you make confident financial decisions.
A: Sessions are held every Wednesday and are recorded.
A: No, the sessions are not personalized. They are designed to cover the material scheduled for that month.
A: Yes. Specific questions should be emailed in for review.

Get Started
Don’t wait until tax season to take control of your finances. Join Real Money, Real Answers, and start implementing proven tax strategies immediately. With live coaching, personalized guidance, and ongoing support, you’ll gain the clarity and confidence you need to manage your taxes the right way — all year long.
Choose the membership plan that fits your needs and begin building a smarter tax strategy today.

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