Start with the end in mind. Start with Coastie Financial. We are a high-tech, cloud-based financial services company. We offer Financial Planning using the #1 planning software on the market for over a decade and counting with a 37% market share - MoneyGuidePro'. A solid financial plan, whether you are 20, 40, or 60 years old is the driver of all other financial products you may need: Emergency fund, Insurance, Retirement account(s), Education Savings Accounts (529s), Brokerage account(s), etc. We also provide Tax Preparation and Tax Planning Services year-round using Intuit's ProConnect Tax Online. I like to describe this service as Turbo Tax (also made by Intuit) on steroids. Our goal is to maximize your return or minimize your liability. For small businesses, we are a QuickBooks wholesaler, so our prices can't be beaten. We offer quarterly or monthly bookkeeping assistance. Our final line of service is Consulting, specializing in Business Plan Development using LiveWire technology.