White Room

THE DYNAMIC DUO

Sam & Anna

We combined our love, professional expertise and our determination for improvement to get the best out of life and the financial system

SAM

My Personal story: I used to own a Limousine Company up to 9 years ago, I used to combine my passion for driving with other gig jobs. I loved my Limousine business, as I always saw myself as a champion for client service.  My dear wife, light of my life, stood by me. Supporting me every step of the way. In many ways, I owe my accomplishments in my adult life to her. My undeniable passion for driving was always there.

ANNA

I was flourishing, till the big crush cycle started and deepened when Uber and Lyft came into the industry and changed completely the transportation industry map, from 2010. On top of that, I had a tragic car accident in 2013, not at my fault, when I was driving my son, to the park to play basketball. After this accident which totaled my car, I could not renew my commercial Insurance, due to the lengthy litigation process.  As a business owner, I was facing a very tough decision to make and had to adjust myself to a new reality. How I do that??? I where do I start? I was 48, few gig jobs… so wasn’t sure which direction to go and turn to.  I was so miserable, sad…and wasn’t in a good place at that time. I needed this wakeup call.

TIME FOR CHANGE!!! NEW THINKING, POSITIVE THINKING, AND WHILE NOT GIVING UP COMPLETELY ON DRIVING, I HAD TO MAKE PAINFUL BUT NECESSARY ADJUSTMENTS TO MY LIFE, I started to work as an Uber and Lyft driver. But as time passed by, I felt the need to make a change, big drastic change in my career.

Me and my dear beloved wife, incurred more than $79,000 in debt, as we started to drain all my savings accounts, credit cards account, transferring money from one credit card account to another, card account to make the minimum payment for that month. Facing collection agencies, What a blast….it’s true what they say…where there is a real spark of love...there is desire to work things out together. And so…

And then, I was introduced to a new technique that literally transformed my financial life. “Velocity Banking accelerated debt reduction.” It was all about me and wife combined income, managing our money much more efficiently. And here my story changes to the smiley face phase. And what a blessed change it was. Combining my wife expertise to Tax and accountancy her knowledge, mutual passion to move forward, we were looking towards a falling star…

NOW IT IS TIME FOR THE SHARE! Our passion to educate and share, bring me to the WHY AM I DOING THIS WEBSITE? Time for everyone to know the truth!

WITH NO CHANGES TO OUR LIFESTYLE, WHILE KEEPING THE SAME LEVEL OF INCOME AND EXPENSES, MY WIFE AND I WERE ABLE TO ELIMINATE MORE THEN $79,000 IN DEBT.  INCLUDING MY CURRENT 2013 LINCOLN! And all of that in less than 8 months.

CUSTOMER FEEDBACK

"I have had the pleasure of employing  Anna to do my books and taxes for the last 8 years. I have referred her to everyone I know over the course of that time and they were all equally pleased. It's so wonderful to have someone handling your finances that cares about them as much as you do, if not more."
"I just wanted to let you know how much I appreciated you preparing my taxes. My father was so right in recommending you. You were amazing and very attentive. I was so pleased with the outcome. Thank you for explaining the return to me, nobody has ever done that."
 
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OUR PLEDGE TO YOU

SHOULD YOU DECIDE TO TAKE ME AS YOUR TOURGUIDE TO YOUR NEW FINANCIAL LIFE, I WILL SHOW YOU STEP BY STEP AND GUIDE YOU, TO YOUR NEW FINANCIAL INDEPENDENCE.

“Any one who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young. The greatest thing in life is to keep your mind young”

“Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young. The greatest thing in life is to keep your mind young”
- Henry Ford
“Nobody cares how much you know until they know how much you care”
- Theodore Roosevelt
Contact us

Tel: 818.514.0880

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