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