Services
We work with individuals, higher education institutions and corporations to provide financial education, support and resources to individuals. There is no one size fits all when it comes to money management. That’s why we offer customized solutions to meet every client’s specific needs and goals.
We offer financial guidance in the following areas:
Saving
Money Management
Debt
Investing
Financial Planning For Children
Retirement
Individual Coaching Packages
3 month package includes:
Comprehensive review of your finances and goals
Financial Action Plan that’s tailored toward your financial goals
4 (1) hour monthly check in sessions
Unlimited email support to answer any questions you have
And more!
6 month package includes:
Comprehensive review of your finances and goals
Financial Action Plan that’s tailored toward your financial goals
7 (1) hour monthly check in sessions
Unlimited email support to answer any questions you have
And more!
Schedule a free consultation
1 coaching session includes:
Basic review of your financial goals
Financial Action Plan
1 (1) hour session
Colleges and Universities
We provide financial education programs for college students to feel confident about money while they pursue their education. To learn more about our programs and about how we can partner, contact us!
Corporations
We work with corporations to provide financial education programs to meet your specific initiatives. To learn more about our programs and about how we can partner, contact us!