Work with Me
I truly want the best for you! I want to become your financial partner for success. It is my desire to help you build your family legacy and provide your family with a strong financial house. Through education, consulting, action planning and implementation I will provide you with the tools that you need to become financially ready for growth.
My Services
Bookkeeping Services
Keeping up with finances for your small business is not an easy task. My bookkeeping services can help you understand your profit and loss, positioning you for business growth.
Tax Planning and Strategies
The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of your financial plan can work together in the most efficient manner possible.
The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of your financial plan can work together in the most efficient manner possible.
Tax Preparation
With every story of success is a solid plan. I work with you to create a plan for financial security that works with your lifestyle and unique needs.
Financial Coaching
Financial Consulting is essential to helping individuals and businesses meet their needs and goals. I work with each client to ensure that your long- and short-term financial goals are met.
Financial Consulting is essential to helping individuals and businesses meet their needs and goals. I work with each client to ensure that your long- and short-term financial goals are met.
Financial Education Instructor
I provide financial education workshops throughout the year. Check my website often for those resources. I am also available for private 1:1 education sessions and for speaking engagements.
I provide financial education workshops throughout the year. Check my website often for those resources. I am also available for private 1:1 education sessions and for speaking engagements.
Business and/or Individual Budget Planning
I can help you in preparing for the unexpected. Planning includes the task of assessing heirs, preparing for settling estate taxes, and planning for investments. I also offer family budget planning for help in your everyday financial needs. .
I can help you in preparing for the unexpected. Planning includes the task of assessing heirs, preparing for settling estate taxes, and planning for investments. I also offer family budget planning for help in your everyday financial needs. .
Tips from Vickie
Faith, Family & Finance
“Commit to the Lord whatever you do, and he will establish your plans.”
– Proverbs 16:3
I help clients trust in their faith to grow their finances and secure their family legacy. Let’s get started with this work.
Client Reviews
See what people are saying about JC Financial Concepts