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Professional Business and Finance Coach in Rhode Island

Taxes. Credit. Budgeting. Business. Real Estate & More. 

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Businesses Transformed

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Tax Returns Optimized

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Credit Scores Improved

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Five Star Reviews

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Clients Coached to Success

  Increase Your Financial Aptitude with Me.

  I place myself at the heart of my clients' financial strategies, using tools to understand their needs and find the best solutions for them.


Carlos Then with his clients and friends
"In helping, you accomplish what you want in life, I'll be able to achieve everything I want from life..."