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Individual Sessions

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Discovery Session

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Annual Check-up

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Money Fit Programs

Want to save more?

Starting a business?

Eliminate debt?

Be better at money talks?

Saving up to buy a home?

Need a sound budget?

Have more confidence and clarity around finances?

Pursuing Financial Independence?

Want better money habits?

CLIENT TALK

What They Say

Jeanine Keays
Tucson,AZ, Feb 2022

A Few weeks ago I was counseled by Tom Nielsen  in order to improve my financial situation. Many suggestions were helpful and I was inspired to pay off high interest credit cards first and have successfully paid off two and are working on the third. Tom's guidance was extremely motivating and helpful. 

Susan & Jeff 
Tucson, AZ, May 2022

Tom was instrumental in straightening out our finances after a job loss. Highly recommend his company !

Angelica Hernandez 
Phoenix, AZ, May 2022

Had great help transitioning into social security which lowered my income. Tom was recommended by my sister as someone smart with finances. That proved to be a life saver. Thanks Sis! 

Claude Jeppsen 
Oro Valley, AZ, Jul 2022

Tom's service was recommended by a client of mine. I needed help organizing my money - ok, to be honest, my spending ;-)  Long story short, I am now up and running with a custom made budget. I just feel much better about the whole thing. Thanks !

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