About

Intention, not luck: that’s the Stevens approach.

Every one of our offerings—taxes/accounting, investments, insurance, and small business coaching—is centered on three principles: educate, empower, and elevate.When you’re educated, you make intentional decisions.

When you’re empowered, you no longer rely on luck.
And when you are elevated . . . you succeed.

Our goal is that you come away from every interaction with more information than you started with. Jodi Stevens, CPA, founded the company on the idea that financial success—both personal and business—happens when people take charge of their destinies and craft a plan for success

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