Services

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Credit Coaching

Boost your credit score with expert guidance. I’ll help you dispute errors, manage debt wisely, and rebuild your credit profile so you can move toward a stronger financial future.  

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Insurance Coverage

Protect what matters most. From auto and home to life and business coverage, I’ll help you identify the right insurance solutions to safeguard your family, assets, and future.

Logo with the word 'THEN' in blue and 'DOCS' in green, with a stylized stethoscope and heartbeat line integrated into the design.

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Document Prep.

Simplify your legal and financial paperwork with Then Docs. I provide professional document preparation for wills, trusts, contracts, powers of attorney, and more — ensuring your documents are accurate, organized, and tailored to your needs.  

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Tax Strategizing

Maximize your returns while minimizing stress. My tax prep services ensure every deduction is captured and liabilities are reduced — plus, you’re covered with Audit Protection for peace of mind.  

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Financial Coaching

Turn financial goals into reality with personalized strategies. I provide clear, actionable advice to help you build wealth, cut costs, and gain long-term stability.