At Peak Financial Wellness, we provide bookkeeping and advisory services to empower small business owners to grow profitable businesses that make a difference and bring professional and personal freedom.


  • I'm NEW to Peak Financial Wellness!

    • Business Intensive

      2 hours @ $500.00

    • Proposal Consultation (Phone)

      50 minutes

      This is a 50-minute consultation by phone to see how I can help you.

    • Discovery Call (Phone)

      20 minutes

    Phone Consultations

    • Virtual Coffee Chat

      30 minutes

    • Follow Up Consultation

      15 minutes

    Recurring Clients

    • 50 Minute Review

      50 minutes

    • 30 Minute Review

      30 minutes

    • 50 Minute Open Consultation

      50 minutes

    • Paid 50 Minute Consultation

      50 minutes @ $150.00