Services

Financial Education Virtual Academy

March 4, 11, 18, 25th Thursdays, 7 pm -8:15 pm via Zoom. Come catch the FEVA!!! Financial Education Virtual Academy is a 4-week master class on financial health and wellness. You will learn dynamic financial fundamentals and strong strategies for improving your financial health and wellness today. You will learn how to set financial goals, create a budget, destroy debt, increase cash flow, and build wealth. If you are ready to learn and be on a winning team sign-up today to secure your spot.

Couples Consultation

15-minute complimentary consultation. This is a time for us to get to know you and your situation. We will also explain who we are and how we can assist you on your financial journey.

Full Spectrum Initial Financial Evaluation

Includes 90-minute financial evaluation of all assets, liabilities, credit and credit score evaluation, debt, debt to income ratio, and net worth calculation.

Coaching and Accountability Package

Biweekly Coaching, Accountability, and Dream Sessions via Zoom or in-person if local. Includes Financial Assessment, Smart Goal Development, and Analysis, Financial Execution Strategies. Unlimited Access to Coaches via email. (Must complete Full Spectrum Initial Evaluation prior to starting the monthly coaching package).