Archangel Solutions
Service Offerings
At Archangel Solutions, we help successful women reclaim time, reduce overwhelm, and grow wealth with clarity and confidence. Our approach blends tax expertise, financial strategy, and values-aligned investing to ensure your money not only grows — IT MEANS SOMETHING.
Tax & Legal
Stop feeling like you’re “missing something” in your tax planning. We help you keep more of what you earn — stress-free.
Forward- looking Tax Strategic Intensives to review where you are, and get where you want to be with no surprises come filing time
Legal structure recommendation/review
Navigate & Assist with IRS notices, penalties, and compliance
Asset protection & legacy planning
Provide education on tax incentives, credits &, deductions specifically geared toward investors, real estate professionals and small business owners.
Fractional tax directorship for growing businesses who want someone on their team to provide on-call guidance & planning, quality control and review of tax returns.
Wealth & Investment Strategy
Avoid costly mistakes in deals. Gain confidence knowing your investments align with both financial goals and personal values. Have one point of
contact making sure your team is coordinated and qualified to get where you need to be.
Analyze real estate, private equity, and venture investments for ROI, value alignment and legacy impact
Provide frameworks to build aligned & strategic investment portfolios
Provide education on alternative investments, including sponsor & deal vetting
Liaise with financial planners, attorneys and tax preparers to quarterback overall strategic growth, cash management and legacy impact
Bespoke 1:1 Coaching
No more isolation or second-guessing. Gain support, strategy, and tools to step fully into your next chapter. Working with us is like having a brilliant big sister, best friend and coach all in one, with a sprinkle of common sense and tough love.
Career acceleration and transition planning for women
Rebuilding financial confidence after divorce/loss
Money mindset and boundary-setting workshops
Resume and negotiation consulting
Why Clients Choose Us
Because you don’t need another “expert” — you need a partner who understands both
the numbers and the narrative of your wealth journey. We combine 25+ years of tax,
finance, and investing experience with a mission to help you live out your highest
values through your capital, your career, and your community.
Your success deserves a strategy.
Partner with Archangel Solutions and take control of your financial future.
© 2025 Archangel Solutions. All Rights Reserved.
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Disclaimer: Archangel Solutions is an educational and consulting firm. We are not a broker-dealer, investment adviser, or securities firm, and do not offer or sell securities or investment products. Any financial, tax, or strategic information shared through our group programs, presentations, or materials is provided for educational purposes only and should not be construed as individualized investment, legal, or tax advice. Clients and participants are encouraged to consult their own professional advisors before making any financial or investment decisions.