Teana Marie Henderson

Reserved for active Clients Only!* 

Our Current Client Consultations are designed to address your evolving needs and ensure you're on track to meet your financial and business goals. These sessions provide a focused opportunity to review progress, resolve specific concerns, or explore new strategies tailored to your situation. Whether it’s tax planning, financial updates, or advisory insights, we’re here to provide continued expert guidance and keep your success on course.

*If you are not a Client currently under contract with us, please select another booking option, or your booking will not be valid and will be canceled by our admins.

As a former client, our Alumni Consultation offers you personalized support to address new challenges or opportunities. Whether you need a refresher on prior advice, help navigating recent changes, or guidance for your next big move, this session is designed to reconnect and realign with your goals. With a focus on practical solutions and updated strategies, our Alumni Consultation ensures you stay ahead in your financial and business journey.

Need expert advice without a long-term commitment? Our advisory consultation is perfect for tackling a specific financial, tax, or business issue. In this 60-minute session, you’ll receive focused, actionable guidance tailored to your situation. Whether you need clarity on tax strategy, entity structure, accounting questions, or business planning, we’ll help you make informed decisions with confidence.

Prepare for the future with confidence through our Estate Plan Consultation. This session is designed to help you navigate the complexities of estate planning, including creating and managing trusts, wills, and other critical documents. We’ll work with you to create or refine a strategy that minimizes taxes, maximizes efficiency, and provides peace of mind for you and your loved ones. Whether you need assistance with wills, trusts, or succession planning, this consultation will provide the expert guidance you need to ensure your wishes are carried out seamlessly and safeguard your legacy.

Dive deep into your financial, tax, and business strategy with our Comprehensive Consultation. Modeled after the practical, client-focused style of Mark Kohler, this session is designed to uncover opportunities, tackle challenges, and streamline your financial plan. From advanced tax strategies and business structuring to wealth-building advice, we take a holistic look at your situation, empowering you with actionable steps to save money, reduce stress, and achieve your goals. Let’s build your roadmap to success together!

Unlock expert insights tailored to your unique financial needs. Receive a personalized review of key strategies tailored to YOUR situation, focusing on tax reduction and building long-term financial success.