Service Guide
Personal Finance is a cornerstone to flourishing in many aspects of your life. Depending on where you are we will work with you to provide a solid financial foundation.
1st step -Initial Consultation
Schedule an initial free 30-minute consultation. This meeting will help us understand your needs and direct you better. We encourage both individuals and groups to schedule for this meeting.
Individual Services
Personal finance is a journey and not a destination and we are here to support, empower, educate, and guide you along the way. We will work with you to provide a solid financial foundation through education, counseling and coaching.
Crisis Response
If you are experiencing financial pain and are in a crisis, we can help. Pushing through these tough times will build you up to weather the storm with confidence. The storm will not stop for you, but you can rest assured it will not rain forever. Jump in and let us journey together.
Personal Finance journey takes time, dedication and sacrifice on your part. Wherever you are, this is the best time and place to start.
Whether individually or in a group, we will help you identify where you are and provide the guidance and tools to get you to where you want to be.
1. Virtual online coaching through google meet or other platforms
2. Face-to-face meetings
3. Online curriculum (access is limited to active clients only) or by request
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