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Let's Make Money Easy
Because you deserve it...
We believe numbers
tell a story
The problem is that we're not taught how to read the story they tell. That's where Finlotus comes in. We will show you what's currently happening with your money, build a plan to manage it with ease, and guide you forward to create a new money story. We believe understanding numbers should be easy and we are on a mission to change the narrative, making that a reality for everyone.
Work with a personal CFO to see your full money picture, put a plan in place to manage it, and achieve your financial goals.
Understand business budgeting and cash flow so that you create a thriving business you love.
Attract and retain exceptional employees with our outside-the-box employee benefits program, designed with wellbeing in mind.
We know you want to truly experience life
And we believe that freedom lives in the space between your income and expenses. But if there isn't any room between how much you make and how you spend, you may be feeling frustrated or resentful that you just can't seem to get ahead.
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At Finlotus we give you personalized financial support to help you create wealth and make a life, not just a living.
Define your values and spend in line with them.
Financial Wellness at your fingertips
We're here to support you!
Feel confident with your finances
Jen Scharien, CPA
CEO & Founder
Hi, I'm Jen!
I used to feel like I was living pay cheque to pay cheque, paying off credit card debt with a line of credit and stressed that I wasn't saving enough. Once I started educating myself on how to manage my finances, and eventually became a CPA, I realized we have a huge gap in how our finance industry is set up to support individuals with their personal finances.
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I made it my mission to help people manage their personal finances, redefining financial freedom, and showing what that freedom does for your overall mental health and wellbeing.
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Today, Finlotus offers personal and business accounting support, literacy, and financial wellness support as an employee benefit in today's highly competitive employment market.
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Book a free call today to find out how we can help you, your family, your business, or your employees!
Jen provided great insight into my budget and I feel more in control than ever! A truly painless and enlightening experience.
Dallas Harwood, Finlotus Client
how it works
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