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Budget Coaching · Financial Clarity · Real Life Results

Simple Money Systems
for Real Life.

I help individuals, couples, and emerging professionals gain control of their cash flow, tackle debt, and grow their net worth, using education and behavior-based strategic plans that actually stick, one blueprint at a time.

"From overwhelmed and inconsistent, to organized, intentional, and steadily improving."
Budget Blueprint Logo Financial Icons
CPA Credibility · Coaching Heart
How I Help

Clarity. Control. Progress.

No complicated theory, just practical systems that work in your real life.

💰

Cash Flow & Budgeting

Build a budget you'll actually keep. Align your income timing, bills, and breathing room so money stops slipping through the cracks.

📉

Debt Paydown Strategy

Choose a realistic payoff method and stop recycling debt. I help you create a focused plan that fits your numbers and your life.

🏦

Savings Systems

I build simple systems for emergency funds, sinking funds, and short-term goals so you're always prepared, never scrambling.

Before Working Together
Overwhelmed Inconsistent Money anxiety Reactive
After Working Together
Organized Intentional Confident Steadily improving
Who I Work With

This Is For You If…

👤

Individuals

You want to get your money organized, build an emergency fund, and stop living paycheck to paycheck.

💑

Couples

You and your partner want to get on the same page financially and build a shared plan that works for both of you.

🎓

Emerging Professionals

You've started earning but want practical guidance, not complicated theory, on how to manage and grow your money.

Ready to build your blueprint?

Let's start with a simple conversation about where you are and where you want to go.

La-Tasha, Budget Blueprint CPA
BB Logo
Meet La-Tasha

I Help People Turn Money Stress Into a Plan.

Hi, I'm La-Tasha, a Certified Public Accountant, CFO, and budget coach with over 20 years in finance, on a mission to help everyday people improve their net worth through education and behavior-based strategic planning.

I started Budget Blueprint CPA because I noticed a gap: most people don't need complicated financial theory, they need practical tools, clear guidance, and a supportive partner who helps them actually follow through. My approach combines financial education with behavior-based strategic planning, so clients don't just understand their money, they build the habits and systems that grow their net worth over time.

With two decades of financial experience and a coaching heart, I combine professional-grade knowledge with a real-life approach. My clients don't leave our sessions with a dense report, they leave with a clear plan, simple systems, and renewed confidence in their financial decisions.

Whether you're tackling debt, building savings, or just trying to figure out where your money is going every month, I meet you exactly where you are, without judgment.

CPACertified Public Accountant
CFOChief Financial Officer
20+Years in Finance
VirtualSessions Available
My Approach

How I Show Up For You

Clarity

I make complex financial concepts simple. You'll always know exactly what we're doing and why, no confusion, no jargon.

Compassion

Money is personal. I create a judgment-free space where you can be honest about where you are without shame or embarrassment.

Practicality

Everything I teach is designed for real life, not textbook perfection. Your plan will be one you can actually follow and maintain.

Want to work together?

Let's find the right service to fit where you are right now.

Coaching Services

Your Blueprint to Financial Clarity.

Real coaching. Real structure. Real results. Every service I offer is built around education, behavior change, and strategic planning, so you not only understand your money, but build the habits that improve your net worth over time.

Signature Offer

The Blueprint Coaching Program

This is my flagship coaching experience, a structured 60-day engagement designed to transform how you think about, manage, and grow your money.

⭐ Signature Package

The Blueprint Coaching Program

A 60-day immersive coaching experience. We build your complete financial picture, create your personalized plan, and walk alongside you as you execute it, with built-in check-ins and real accountability every step of the way.

Email included between sessions
1

Full Financial Picture

We start with a complete snapshot of where you are right now, income, expenses, debts, savings, and goals. No judgement. Just clarity.

2

Goals & Budget Prep

We get clear on what you're working toward, then build a real, workable budget that aligns your money with your goals from day one.

3

Your Detailed Plan

A step-by-step action plan tailored to your situation, specific, prioritized, and built to be followed. Not a generic framework. Your plan.

4

Your Future Self

We project your future financial snapshot, what your life looks like in 6, 12, and 24 months if you follow the plan. See exactly what's possible.

How the 60 Days Work
Throughout
Bi-weekly 1:1 sessions
Every two weeks we meet, review, and adjust
Month 1 Close
Budget-to-actual review
We compare your plan to reality and make tweaks
Month 2
You should be rolling
Second budget-to-actual and final send-off with a plan in hand
Between Sessions
Email access to me
Questions come up, I'm available via email between calls
✓ Current financial snapshot ✓ Goals & budget buildout ✓ Personalized action plan ✓ Future financial projection ✓ Bi-weekly coaching sessions ✓ Month 1 budget-to-actual ✓ Month 2 budget-to-actual ✓ Email support between calls
More Ways to Work Together

Other Services

Looking for something more targeted? These focused offerings are available alongside or independent of the signature program.

💍 Workshop Financial Pre-Marital Workshop
▸

Money is one of the top sources of conflict in marriage, but it doesn't have to be. This workshop series helps couples align on finances before they say "I do," building a shared language, mutual goals, and a real financial plan for your life together.

Format
3 sessions (recommended)
Includes
Pre-work workbook + session materials
Session 1Money Mindsets & Financial HistorySurface your individual money stories, beliefs, and habits. Understanding where you each come from is the foundation for getting on the same page.
Session 2Building Your Shared Financial PictureCombine incomes, debts, assets, and expenses into one picture. Set joint goals and decide how you'll manage money as a household.
Session 3Your Couple's Money PlanWalk away with a shared budget, savings system, and clear agreement on financial roles, so you start married life with a real plan, not assumptions.
👨‍👩‍👧 Family Child Education Toolkit
▸

Raise financially confident kids. One focused session where I walk you through age-appropriate tools, resources, and strategies tailored to your child's age and stage, so you know exactly what to teach, when, and how to make it stick.

  • Age-specific financial literacy roadmap
  • Curated tools, books, apps & activities
  • Allowance & commission structure guidance
  • Saving, spending & giving habit tips
  • Conversation starters & teaching scripts
  • Recommended next steps as your child grows
📉 Targeted Debt Paydown Plan
▸

Stop recycling debt. We choose a realistic payoff method together and build a strategy around your actual numbers, one you can start executing immediately.

  • Debt inventory & analysis
  • Payoff method selection (avalanche vs. snowball)
  • Month-by-month paydown plan
  • Cash flow reallocation strategy
🔄 Ongoing Financial Habits Coaching
▸

Monthly ongoing coaching for clients who want continued accountability, habit reinforcement, and steady momentum after completing a program or package.

  • Monthly 1:1 coaching session
  • Spending trigger identification
  • Values-based spending review
  • Ongoing accountability & check-in support
★ Best Value Annual Blueprint Partnership
▸

The full Blueprint Coaching Program plus 12 months of monthly check-ins. The most comprehensive way to build lasting financial habits with consistent support all year long.

  • Everything in the Blueprint Coaching Program
  • 12 monthly check-in sessions
  • Year-round accountability & support
  • Email access between all sessions

Ready to build your blueprint?

Let's start with a conversation about where you are and where you want to go.

Client Stories

Real People. Real Results.

Here's what my clients say about working together to build their financial blueprint.

"

I came in with no idea where my money was going every month. After two sessions, I had a real budget, an emergency fund plan, and for the first time, actual peace of mind about money.

M
★★★★★
Marcus T.
Single homeowner
"

The budget she built with us completely changed how we make decisions as a couple. We finally have a shared plan we both understand and actually follow.

J
★★★★★
Janet & Rob L.
Married couple, two kids
"

I'd tried every budgeting app. What I actually needed was a real person to walk through my numbers with me. La-Tasha did that, and held me accountable in the best way.

A
★★★★★
Alicia M.
Recent graduate
"

She doesn't just hand you a spreadsheet, she helps you understand it, and more importantly, actually use it. Professional, warm, and genuinely invested in your success.

D
★★★★★
David K.
Self-employed professional
"

After my divorce I needed to rebuild completely. La-Tasha helped me create a plan I could actually follow, and gave me confidence I didn't expect to find so quickly.

S
★★★★★
Sandra P.
Single parent
"

We were saving money but had no idea if it was enough or if we were doing it right. Now we have a clear system, a 5-year picture, and way less financial anxiety.

T
★★★★★
Terrence & Maya W.
Young couple
"

La-Tasha brought me clarity to basic financial literacy concepts. My husband and I are high income earners, but couldn't seem to get ahead. La-Tasha showed me how to increase our net worth. We have a plan and have made incredible gains.

L
★★★★★
Lucia
Married, 3 kids
"

After working with La-Tasha to improve my understanding of money, I worked with her on how to help my kids'. She taught me age-appropriate concepts that were easy to adopt and maintain.

J
★★★★★
Jessica J.
Married mother of two

Ready to write your own story?

Let's start with one conversation.

Get In Touch

Let's Build Your Blueprint Together

Have a question or ready to get started? Fill out the form and I'll be in touch within 1-2 business days.

✉️
💻
Sessions
Virtual & In-Person Available
🕐
Response Time
Within 1-2 business days
in
📸
Budget Blueprint CPA

Send Me a Message

Tell me a bit about yourself and what you're looking for, I'll be in touch soon.

✓ Message received! I'll be in touch within 1-2 business days. Talk soon!
Free Tools

Financial Resources

Practical tools to help you and your family build better money habits, available right here, no signup required.

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Budget Blueprint CPA
Commission Chart Builder
1 Chart Settings
2 How Many Kids?
3 Kid Details & Chores
Education Planning · 529 Projections

College Savings Calculator

Add each child, edit their details, and adjust contributions to project balances at college age.

7.0% Typical 529 range: 5-8%

Projections assume consistent monthly contributions and a fixed annual return rate, compounded monthly. College assumed at age 18. This calculator is for educational purposes only and does not constitute financial advice. , Budget Blueprint CPA

Retirement Planning

Retirement Calculator

Project how much you and your partner will have saved, and when you can retire comfortably.

Annual investment return
7.0%
Person 1
Contribution
2.0%
+ Add Person 2
Person 1 Person 2 Combined

Projections are estimates based on your inputs. Actual returns will vary. This tool is for educational purposes only and does not constitute financial advice.

Debt Management

Debt Payoff Calculator

Add your debts, set a focused extra payment on one, and see exactly when you'll be debt-free, and how much interest you'll save.

Your Debts
Focus Extra Payment On
All other debts pay minimums only
Wealth Building

Debt Opportunity Cost

See the true cost of your debt, not just interest paid, but the compounded market gains you missed by not investing that money instead.

8.0%
Your Debts