DNA Financial Services

At DNA Financial Services, we are passionate about building relationships with our clients through education, information, and empowerment. With over 30 years of combined real estate and financial services experience, we have a specialized suite of financial services and products developed to help real estate investors, service professionals, and contractors maximize their earnings and make strategic financial decisions around their business goals.

Our Services

Our signature business suite includes bookkeeping, business financial coaching, and tax preparation, all of which are key elements for a sound financial plan designed to increase revenues that will build a solid financial future for generations to come. Our clients benefit from our expertise in financial planning, and we take pride in taking the time to understand their unique needs and goals.

Our Process

At DNA Financial Services, we take a holistic approach to financial planning. We believe that financial freedom is not just about making more money, but also about making informed financial decisions that align with your values and goals. We take the time to understand your financial goals, identify areas of improvement, and provide personalized guidance and support to help you achieve financial freedom.

Our Team

Meet Angela Mitchell, the CEO and Senior Financial Coach and Wealth Strategist of DNA Financial Services LLC. With over 20 years of experience in the financial industry, Angela brings a wealth of knowledge and expertise to her work. Her passion for empowering others to take control of their financial lives is at the heart of everything we do.

Our Values

At DNA Financial Services, we are committed to teaching our customers the advantages of a debt-free lifestyle and empowering them with the knowledge and skills they need to achieve financial freedom. We believe in the importance of living below one's means, building wealth, and creating a legacy that will last for generations to come.

Our Mission

Our mission is to empower individuals and families to take control of their financial lives, make informed financial decisions, and achieve financial freedom. We believe that financial freedom is a fundamental human right, and we are committed to helping our clients achieve it.