I’m Tom Leahy, a personal financial consultant for individuals and businesses. I bring personalized plans, thoughtful analysis, and a foundation of trust to every client.
Let’s get your finances where you want them to be.
What We Do:
Personal Finances for Everyday People
-Personalized Budgets
-Debt Management (credit card, student loans, etc.)
-Analytics (know where your money is going)
-And so much more!
Focus on the areas that will help you achieve financial goals & freedom
Business CFO Services
-Forecasting & Budgeting
-Variance Analysis
-Bookkeeping & Account Management
-Data Analytics
We help your business find ways to save YOU money!
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![Collaboration team player that can work with any market and business]()
Over a Decade of Experience
Helping Fortune 500 Companies & Family Businesses achieve their goals
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![Timely solutions to help hit deadlines and improve money management.]()
After-Hours Availability
Available not just during business hours but when you need it
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![Personalized one on one time, so that everyone is treated as their own person.]()
Personalized Experience
There is no cookie cutter approach, get the 1:1 attention you need to be successful
Get in Touch & Start Today!
Schedule a free 1:1 introductory session with me to discuss your financial needs and goals!
Virtual or in-person consultations available
FAQ
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Ever thought finance was a foreign language? Ever had a hard time breathing or sleeping with finances keeping you up? Or how can my company make more money?
This is where I come in. I help navigate the financial world, and will be your guide to making it easier so you can breathe. You will be able to sleep knowing there is a plan and a way to your financial freedom. Let me take the worry on, so you can live your life.
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First things first, don't be nervous. We'll start with a free consultation to determine YOUR needs. I want to understand your situation or personal projects so we can develop a plan that works for you.
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Individuals/Families- Bring any and all questions you have! What is it you are trying to achieve? I want to get to know you, so we can work together to on YOUR goals.
Businesses- Lets discuss what you are looking for and what financial problems you need solved.
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Pricing is based upon what is needed.
If you are an individual or family, there is a monthly plan.
If you are with a business, there is an hourly rate based upon what type of project we will be partnering on.
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Working with individuals/families have a minimum of 3 months. This is so we can establish a plan, work on tweaking habits, and start to see results.
Engagements for special projects will vary.