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Certified Public Accountant,
Financial Coach & Millennial Advocate
Meet Willenea, Your Financial Co-Pilot
I’m a Certified Public Accountant and Financial Coach who understands what it’s like to feel overwhelmed by money. In 2016, I found myself stuck in the paycheck-to-paycheck cycle—stressed, behind on bills, and unsure of how to move forward. That turning point became the foundation for Life & Money, LLC, a space where I now help millennials take control of their finances through personalized coaching and expert CPA services.
WHY LIFE & MONEY?
For Everyday Earners and Growing Entrepreneurs
From improving money habits to growing your business, we meet you where you are — with the tools and support to move forward, one step at a time.
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For Individuals
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Personal Financial Coaching
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Tax Planning & Preparation
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For Business Owners
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Accounting Services
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Fractional CFO Services
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Tax Planning and Preparation
Personal Financial Coaching
Take control of your money and gain financial peace of mind. We offer one-on-one coaching to help you build a budget, eliminate debt, grow your savings, and achieve your personal financial goals. You’ll receive customized guidance and support tailored to your lifestyle and values.
Accounting Services
Keep your finances organized and stress-free with accurate bookkeeping and financial reporting. We ensure your financial records are up to date, giving you confidence and clarity to make informed decisions.
Fractional CFO Services
Get expert financial leadership without the cost of a full-time executive. We provide strategic insight, cash flow planning, budget development, and financial analysis to help you grow your business and stay financially healthy.
Tax Planning & Preparation
More than just filing taxes—we help you plan ahead. Our proactive tax strategies are designed to reduce liabilities and uncover savings opportunities for individuals and business owners alike. We make sure you are prepared every step of the way.
Success Stories
Lisa G.
Oxon Hill, Maryland
"I was drowning in QuickBooks data but had no clue what it meant for my business. Willenea didn't just crunch my numbers – she opened my eyes to what was really happening financially.
Now I make confident decisions that are actually growing my business, and tax season went from my worst nightmare to a breeze. She completely transformed how I run my company!"
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Janay W.
Tallahassee, Florida
"As a one-woman show running Girls to Divas, my personal finances and nonprofit were completely tangled together – I didn't know where one ended and the other began! Willenea's
personal financial coaching and fractional CFO services were exactly what I needed. She helped me separate everything cleanly and gave me the strategic financial guidance to run G2D professionally while getting my finances on track. Now I sleep better knowing both sides of my financial life are handled properly!"
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John S.
Alexandria, Virginia
"I make good money, but had no idea where it was all going – living paycheck to paycheck despite a high income was embarrassing! Willenea's financial coaching started with basic
budgeting and opened my eyes to my spending patterns. Now I have savings, I'm investing regularly, and I'm about to close on my first rental property. She took me from financial chaos to building real wealth!"
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Need Help? Let’s Chat?
Contact Us to
Begin Financial Journey