Financial education & accounting firm serving individuals nationwide & small businesses in the Twin Cities. Guiding your path to financial clarity.
We provide tailored budgeting, expense management, debt solutions, accounting, and grant services.
03/17/2026
Reality vs. Government numbers. Reality $145,000 > Government $33,000 family of 4 poverty level incomes. We agree wholeheartedly!
A typical U.S. family needs annual income of $145,000 to thrive, study finds. About half fall short. Many Americans feel like they live in a "hamster wheel economy," said one expert who studies economic security.
Without a plan, you flail. What are your goals? How will you achieve them? Tell us.
02/06/2026
The typical U.S. worker has $955 saved for retirement, report finds Millions of Americans lack access to any type of retirement plan, hampering their ability to save for old age.
01/11/2026
https://www.betablox.com/episode/where-your-small-business-should-be-looking-for-customers-s20e4
Still kind of surreal. A segment I filmed last year aired today on Betablox. Grateful to be part of a conversation about finances.
Where Your Small Business Should Be Looking for Customers (S20E4) | The Blox The next Blox-Off has arrived and the newcomers are about to find out exactly what they’re made of. The competition is tighter, the stakes are higher, and you can practically feel the pressure as rankings shuffle and red jerseys start changing hands.With the scoreboard wiped clean, we charge into ...
12/08/2025
In case anyone is interested, Russell Brunson is hosting a 3-day webinar for only $100!
Join the LIVE Selling Online Challenge: December 9th - 11th @ 8AM PDT | One-Time Discounted Payment of $100 Uncover the 'One To Many' selling secrets behind over $1 billion in online sales—no sales team required! Join our LIVE Challenge for just $100 and learn strategies to significantly boost your online sales. Watch the presentation below to discover how to sell more effectively!
If you’re working hard and your debt still isn’t moving, the problem isn’t “I suck with money.”
The problem is mystery numbers and chaos.
Debt Without the Drama is our live Zoom workshop where we walk you through:
• Getting all your debts in one clear list
• Deciding what really goes first
• How to stop paying “whatever screams the loudest”
• Building a plan that fits a real paycheck and real life
You get a 7-day replay so you can pause, rewind, and actually do this.
This is financial education, not therapy, but we take shame seriously and make room for real questions.
If this hits, use the link to grab your spot in Debt Without the Drama. https://go.equitorium.com/debt-without-drama
If you don’t have a working budget yet, our Budgets & Beyond workshop is where we help you build the foundation this sits on. https://go.equitorium.com/budgets-and-beyond
If you’ve made “a new budget” five times this year and none of them stuck, it’s not because you’re lazy or bad with money.
It’s because you’ve never had a budget that actually looks like your life and your goals.
Budgets & Beyond is our foundational live Zoom workshop where you’ll:
• Build a real budget from your actual numbers
• Create a plan that works with any pay schedule
• Make space for both bills and big life goals
• Learn simple steps to keep using it after the workshop
You get a 7-day replay so you can pause, rewind, and build at your own pace.
This is financial education, not therapy, but we take shame seriously and keep it honest.
If this hits, use the link to grab your spot in Budgets & Beyond. https://go.equitorium.com/budgets-and-beyond
If debt is your loudest problem right now, Debt Without the Drama is where we work on what to pay, when, and how. https://go.equitorium.com/debt-without-drama
If you’re working hard and your debt still isn’t moving, the problem isn’t “I suck with money.”
The problem is mystery numbers and chaos.
Debt Without the Drama is our live Zoom workshop where we walk you through:
• Getting all your debts in one clear list
• Deciding what really goes first
• How to stop paying “whatever screams the loudest”
• Building a plan that fits a real paycheck and real life
You get a 7-day replay so you can pause, rewind, and actually do this.
This is financial education, not therapy, but we take shame seriously and make room for real questions.
If this hits, use the link in the description to grab your spot in Debt Without the Drama. https://go.equitorium.com/debt-without-drama
If you don’t have a working budget yet, our Budgets & Beyond workshop is where we help you build the foundation this sits on. https://go.equitorium.com/budgets-and-beyond
10/31/2025
Judge says Trump administration is required to continue paying some SNAP benefits A federal judge on Friday said the Trump administration is required by law to use contingency funds to pay at least partial SNAP benefits during the shutdown.
Celebrating my 1st year on Facebook. Thank you for your continuing support. I could never have made it without you. 🙏🤗🎉
08/06/2025
Peniaphobia is the fear of becoming poor. This may or may not be irrational for you. Keep yourself informed.
Pourquoi la « péniaphobie » explose chez les jeunes (et pourquoi il faut s’en préoccuper) La peur de devenir pauvre, ou péniaphobie, touche de plus en plus de jeunes. Découvrez les causes et les enjeux de ce phénomène inquiétant
| Monday | 8am - 5pm |
| Tuesday | 11am - 5am |
| Wednesday | 8am - 5pm |
| Friday | 8am - 2pm |