Financial Packages

$119

Plan A

  • Financial review consultation

  • Analyze financial information

  • Design customized budget

  • No hidden fees

$229

Plan B

  • Financial review consultation

  • Analyze financial information

  • Design customized budget

  • Setup online bill pay

  • Initiate monthly bill payments

  • Set realistic goals

  • Retirement fund review

  • Dependent education fund advice

  • No hidden fees

  • 2-month agreement (required)

$319

Plan C

  • Financial review consultation

  • Analyze financial information

  • Design customized budget

  • Setup online bill pay

  • Initiate monthly bill payments

  • Set realistic goals

  • Retirement /education fund review

  • 3 month agreement (required)

  • Credit Review consultation

  • 30 day credit support

  • 30 day credit advice

  • No hidden fees

Credit Coaching Packages

$98

Support

Coaching

Package

  • 30 day support

  • 30 day credit advice

  • Personalized credit consultation

  • Recommended solutions

  • No hidden fees

$249

Intervention

Coaching

Package

  • 60 day support

  • 60 day credit advice

  • (2) personalized credit consultation

  • Credit score evaluation

  • Recommended solutions

  • Assistance with..
    Disputes, 
    Goodwill intervention and Debt validation 

  • No hidden fees

$379

Premium

Coaching

Package

  • 90 day support

  • 90 day credit advice

  • (3) personalized credit consultation

  • Unlimited disputes

  • Credit score evaluation

  • Recommended solutions

  • Assistance with... Goodwill interventions, Debt validation, Inquiry Assist, Escalated info request and Credit report/score analysis

  • No hidden fee

Workshops

(Contact us to book training)

Basic Tax Preparation

This course is a great first step for individuals to learn a new skill— and earn income!

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Learning how to budget is a key fundamental skill to managing your financial life. Gain control over the financial impact of your choices! Learn to plan and manage your personal finances. Create and use a budget to prepare for your financial future.

Financial
Empowerment

Empower the individual, family, and small business financially to put them in position to win with money. We will provide a platform for honest conversation and dialogue that surrounds best practices when it comes to being financially intelligent when it comes to saving, investing, and spending money. We encourage our attendees to think differently about money. During this seminar you will also learn techniques to help cope with stress when paying bills become overwhelming.

Credit Education

Part I​

Get your credit weight up with this two-part course! Part I gives you tools to help you better understand your credit, the credit scoring system, and how to guard against credit reporting errors and identity theft.

Part II

Managing credit can be more complicated than it may seem. Part II gives tips on how to balance your credit and debt.