About
5000+
Satisfied Client
Financial guidance that fits your life
Goldenleaf Finance was born in Houston and built for people across the country who want calm, confident control of their money. Every engagement blends approachable coaching with rigorous analysis so you always know the next best step for your family or business. From budgeting and insurance to bookkeeping cleanups, we deliver clarity without the jargon.
+
Families & founders coached
+
Years of combined expertise
k+
Hours of bookkeeping cleanup
+
Strategy sessions delivered
Ask Anything
Planning support that goes the extra mile
We start with a discovery call to learn your goals, obligations, and comfort level. Then we map cash flow, insurance gaps, and investment opportunities into one action plan you can revisit every quarter.
Yes. Individuals rely on us for budgeting, college planning, retirement, and protection while business owners use our bookkeeping, cleanup, and strategy pods. We keep both tracks coordinated so personal and business cash stay aligned.
Week one focuses on onboarding and secure document gathering. By day thirty you have a prioritized roadmap with quick wins like automated savings, debt payoff targets, or bookkeeping cleanups plus a cadence for ongoing reviews.
We store documents in encrypted workspaces, limit access to your advisor pod, and log every update in shared notes. Bank logins stay in your control while we guide clean exports for accounting and planning.
What our clients
say
Goldenleaf translated our family goals into a calm, step-by-step plan so we finally know what to save, insure, and invest each month.
Marisol Vega
Owner, East River Floral
The cash-flow map they built keeps my freelance taxes, retirement, and emergency fund on track without spreadsheets eating my weekends.
Brandon Ellis
Freelance Developer
Goldenleaf organized our books, payroll, and owner draws in a single dashboard, which made financing our next location painless.
Nina & Caleb Hart
Parents of future grads
They gave our leadership team clarity on reserves, insurance, and growth scenarios so every decision feels grounded in real numbers.
Alicia Kumar
COO, Bayou Craftworks
Protection that's
personalized for you
01
Clarity Session
We start by listening to your goals, cash flow, and risk comfort so we understand what financial clarity means to you.
02
Plan Blueprint
We map insurance, savings, and bookkeeping priorities into a single action plan with milestones you can actually follow.
03
Action Sprint
Our team handles the messy setup account opening, automated transfers, cleanup - while you review each win on a shared dashboard.
04
Ongoing Coaching
We stay on call for check-ins, adjustments, and accountability so your plan keeps pace with life and business changes.