OUR SERVICES

One on One Financial Coaching 

Opportunity to speak to a passionate financial literacy guru about your financial wellness journey to discuss your goals and challenges

Individual Coaching Sessions/Package Plans

This is a one-on-one virtual or in-person coaching session to start taking action steps towards your desired financial plan.

Customized Budget & Spending Plans

This is a session to create a customized budget and spending plan based on clients’ financial situation/goals etc.

Debt Management/Credit Planning

This is a session to create a customized Debt Management and Credit plan based on clients’ financial situation/goals etc.

Tailored and Customized Workshops

Hire a financial literacy coach to talk to your children, staff, organization or community about the importance of financial wellness and planning for the future

Personal Income Tax & Small Business Tax Preparation

Affordable tax preparation services for all states 

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