Build Your Financial Legacy

Clarity and confidence for single parents and busy professionals. We provide the practical plan you need for budgeting, tax strategy, and a secure retirement—without the jargon.

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Our Expertise

Budgeting

Get a clear view of your money with simple tools that help you take control, whether you're managing a busy household or a growing career.

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Tax Planning

Strategic, judgment-free tax guidance designed to keep more of your hard-earned money where it belongs—supporting your family's legacy.

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Retirement

Build a confident retirement plan that fits your life today while securing a stable, thriving future for you and your children.

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Financial Freedom is Your Next Big Milestone

Clarity and confidence aren't reserved for some distant future. We create practical plans for busy professionals and single parents, turning your financial legacy into a reality today.

The Latta Legacy Approach

Clarity

Confidence

Practical Plan

We strip away the complexity of financial jargon. For busy professionals and single parents, we provide a judgment-free assessment of exactly where you stand, turning confusion into a clear starting point for your future.

With clarity comes the power of choice. We empower you with the tools and mindset needed to manage budgeting and retirement planning with total confidence, knowing every decision builds your family’s lasting legacy.

A strategy that actually fits your schedule. We co-create a step-by-step roadmap that integrates tax planning and savings into your daily life, providing a practical, stress-free path to long-term financial security.

Ready to Build Your Legacy?

No judgment. Just clarity. Join a community of single parents and professionals mastering budgeting, tax planning, and retirement through our caring, lived-experience approach. Let’s create your practical plan today.