“We help middle class people become wealthier”
You deserve a plan for your money that helps you “SLEEP WELL” at night.
Personalized money coaching and tax consultation for individuals, couples, and business owners ready to make the most of your money,
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Who we are
We are Hilo-based money coaching and tax firm helping local people:
- get out of debt
- create plans for student loan and student loan forgiveness
What we do
Financial Advisory
Guidance on mergers, acquisitions,
and restructuring
Tax Advisory
Solutions for tax-related issues across
all disciplines
Risk Advisory
Mitigation of financial and operational risks
Our Impact
Our Leaders
Elliot Sterling, CEO
Elliot brings over two decades of industry experience. He is also the resident expert in finance and tax advisory.
Musa Watson, CFO
A lawyer by profession, Musa leads both the finance and legal teams. His expertise is on mergers and acquisitions.
Teddy Yuhui, COO
Teddy's background in HR and systems management makes him a pro at company operations. He also handles the risk advisory team.
Get in touch
Main Office
To provide affordable services, we have no physical locations
Email Address
yano@sleepwellfinanceandtax.com
Phone Number
(123) 456 7890
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