Wealth Management For New Graduates

Make
Confident

Let's Face It....

... navigating the financial world wasn't part of your college curriculum.

Balancing student loans, budgeting your first salary, and planning for the future you've worked so hard for can feel *understandably* overwhelmingly and ridiculously complex.

Your family and friends try to offer advice but it's not helpful. They just don't understand the unique challenges you face as a first-generation college graduate.

You're in the right place.

I founded B'Poised Accounting on the belief financial literacy should be accessible, empowering, and tailored to your unique journey.

We're here to provide the support and guidance you need to craft a sustainable wealth-building strategy, ensuring you're not just managing your finances, but poised to build on a solid financial foundation.

With B'Poised Accounting you can transform financial overwhelm into financial empowerment.

Master Your Money

Class Is In Session

Access the Financial Foundations For Graduates OS and figure out how to make sure you're positioned to reach your biggest money goals. Your future self will thank you (with interest)!

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Hi I'm Alex,
‍Your Financial Ally.

I'm your go-to financial expert who's all about making money talk make cents (and dollars). I've worn the grad cap, powered through the grind, and built the savvy that'll help you steer your finances to new heights.

With a treasure trove of experience from the top accounting firm in Boston and the personal journey of a first-generation college graduate, I'm here to guide you through the transition from academia to the real world. Let's get your finances working as smart as you are.

Book A Consult

Quarterly Accounting & Financial Planning

It's Time To Secure Your Financial Future

Ready for a budget you can stick too, investment advice that works, and tax talk that actually makes sense? Let's create a plan to ensure each step you take brings you closer to your biggest financial goals.

↓ Here's how it works ↓

Step 1

Let's Talk Your Numbers

Schedule a consultation with Alice to discuss your financial goals and challenges and clarify your best next steps.

Step 2

Make It Official

Partner for a comprehensive audit allowing Alice to do financial deep dive to create a plan that takes everything from student loans to tax prep in mind.

Step 3

Solidify The Plan

Meet to review and discuss your Personalized Financial Plan and your action steps and budget for the quarter.

Step 4

Review, Revise & Stay Aligned

Implement Your Plan for Financial Success with Alice's help, checking-in at the end of quarter to review and update as needed

I’m Ready To Start!

Ready To Flourish Financially?

Join the new generation of wealthy world-changers

Alex and B'Poised Accounting helped me gain control of my finances.

David P.

Ph.D. '17

Thanks to Alice, I'm on track to achieve my next big financial goals.

John Doe

Accountant, 123 Corp

I highly recommend B'Poised Accounting for financial planning.

Jess M.

MBA '20

My finances are in such great shape, thanks to Alex and it feels amazing!

Bria J.

J.D. '21

B'Poised Accounting has been a game-changer for me.

Peter C.

MD '16

Alex and B'Poised Accounting helped me gain control of my finances.

David P.

Ph.D. '17

Thanks to Alice, I'm on track to achieve my next big financial goals.

John Doe

Accountant, 123 Corp

I highly recommend B'Poised Accounting for financial planning.

Jess M.

MBA '20

My finances are in such great shape, thanks to Alex and it feels amazing!

Bria J.

J.D. '21

B'Poised Accounting has been a game-changer for me.

Peter C.

MD '16

Something Else On Your Mind?

Send A Message

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