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Financial Coaching & Advisory

Financial Coaching & Advisory Clear financial decisions begin with a practical plan. We offer one-on-one guidance to help individuals, families, and business owners organize their finances, clarify priorities, and coordinate tax considerations with broader goals. Topics may include budgeting and cash-flow organization, debt-repayment priorities, emergency savings, major life transitions, and retirement planning considerations. Every engagement begins with a conversation about your circumstances, goals, and the level of support you need.

Gurvinder Aujla, EA & MBA, is an Enrolled Agent authorized to practice before the IRS. Tax services are provided through Fairway Financial Consulting, LLC. Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment adviser, Member FINRA/SIPC. IFG, Fairway Financial Consulting, LLC, Alameda Financial Group, and Koehler CPA are unaffiliated entities. Mortgage, real estate, and insurance services may be offered through separate entities and are not affiliated with tax preparation services.

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