Services We Offer

Consultation

This is the informational starting point for most of our clients. Let’s have a no pressure discussion to see if this is a good fit for you, create some basis for what you are trying to accomplish, and to ask questions.

This can be an in person meeting or via phone or Zoom.

Topics of relevance:

  • Budgeting

  • Financial picture

  • Dealing with and getting out of Debt

  • Future Goals

  • Careers

  • Planning

  • Family legacy

  • Personal Finance

Budgeting and Planning

We walk with and create a path for our clients to assist with the behavioral and emotional components of managing money. We also want to say that you don’t need to be a math nerd or superstar to do this. We will teach you what you need to know.

We will guide you through:

  • Understanding your spending habits

  • Breaking the cycle of living paycheck to paycheck

  • Creating a budget and how to stick to it

  • Outlining a financial plan

  • Understanding the emotional components of dealing with money

  • Learning how to establish an emergency fund

  • Manage and getting rid of debt for good

  • Setting boundaries around your habits and money

Career Direction and Solutions

You might be wondering, am I in the right career or on the path to what I want to do? Are you wondering if what I am doing is what I am called to do? Am I fulfilled in what I am doing? Am I passionate about what I am doing?

We offer guidance with:

  • Career planning

  • Career goals

  • Finding your passion in what you want to do and what you are good at

  • What are your strengths and weakness

  • Assisting with deciding on and navigating college, trade school, on the job training paths, certificate programs, internships, traditional programs, and what works best for you and the stage of life you’re in

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!