Our packages are designed to build you a solid financial foundation and give you the knowledge and resources you need to upkeep and remain in control of your finances.
CONSULTATION
We'll review your bank statements to determine your financial position and go over your goals.
STRATEGIC PLANNING
We'll give you a clear explanation of our approach, the benefits and risks, so you remain informed and in control.
BUDGET PREPARATION & EDUCATION
We create a budget that makes sense for you, and teach you how to manage it.
WEEKLY MEETINGS
Once a week over the course of three months, in person or remotely, we'll teach you how to manage your budget on your own.
CREDIT SCORE & CREDIT CARD DEBT MANAGEMENT
We help you choose the right credit cards and show you how to maximize benefits on any current cards.
BANK ACCOUNT MANAGEMENT
We'll find the right checking and savings accounts to maximize your earnings. Together, we'll set them up and go over how to use them.
• Ability to make appointments online
• Flexible hours- including weekends
• 24/7 phone & text support
• Unlimited changes to budget for the year
• Referral discounts
• Willing to go to you
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