What we do for YOU
Enjoying Today, Loving Tomorrow
We have years of experience helping clients get control of the finances while meeting their financial goals for the future. Ask us about:
- Budget planning
- Retirement Budgeting
- Education funding
- Investing Strategies
As an independent financial service, we can access many different products for your success!
Personal Attention for YOU
We use proven budgeting strategies that are designed to meet your specific goals and risk tolerance. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Driven to Serve
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
BUDGET PROGRAMS
BOOT CAMP PROGRAM - 3 Monthly Sessions
At this end of this intense financial coaching camp, you are able to tell your money what to do instead of your money telling you what to do!
Red Phase:
It’s about showing you how to control your money and where it’s going
White Phase:
- Make decisions together about your budget
- Predicting and practicing money control
Blue Phase:
- We ask all the questions, You provide all the answers
- You know where your money is going and why
PATHFINDER PROGRAM - 4 Monthly Sessions
Achieving Budget Education and Future Planning
1st two months:
We start out with a 50/50 budget interaction and Work it together!!
2nd two months:
75% of your budget is in your control
25% suggestions from us
- Predicting and Practicing money control
- Knowing where your money is going and why
PIONEER PROGRAM - 6 Monthly Sessions
We guide you to the financial freedom you want
First two months:
- 25% of your budget is in your control, 75% is in our control
- It’s about showing you how to control your money and where it’s going
Second two months:
- 50% of your budget is your control,
50% our control
- We talk together about the decisions made about your budget
- Predicting and practicing money control
Third two months:
- 75% of your budget is in your control,
25% suggestions from us
- We ask all the questions, You provide
all the answers
- You know where your money is going
and why
C-W-R (CRAWL, WALK, RUN) PROGRAM - 8 Monthly Sessions
We teach you how to handle, manage and succeed with your finances
1st two months:
Go through Financial Peace University (Free of Charge) $150 savings - Learn about budgeting - Identify debt - Learn about paying off debt - Learn about what Investing is - Learn about financial freedom - Q&A Sessions with the Coach
2nd two months:
- 25% of your budget is in your control,
75% is in our control
- It’s about showing you how to control
your money and where it’s going
3rd two months:
- 50% of your budget is your control,
50% our control
- We talk together about the decisions made about
your budget
- Predicting and practicing money control
4th two months:
- 75% of your budget is in your control,
25% suggestions from us
- We ask all the questions, You provide all
the answers
- You know where your money is going
and why
GUIDE PROGRAM - (Month to Month)
Think of it as having an expert on call when you have questions about what to do
Monthly Interaction
- A monthly interaction with a financial expert, checking in and answer any questions you may have or that might arise as you work through some financial issues or, you just want to have a quality check on the direction you’re going with your finances.
WE WANT YOU TO ENJOY TODAY & TOMORROW
Investing Programs
INVESTING EDUCATION & GUIDANCE
INVESTING EDUCATION & GUIDANCE
INVESTING EDUCATION & GUIDANCE
We will show you the many different types of investing and help you tailor make a plan that is perfect for your goals
PROGRAM MANAGEMENT
INVESTING EDUCATION & GUIDANCE
INVESTING EDUCATION & GUIDANCE
We will teach you how to control your investments and prepare for your retirement in style