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Our Services

Budgeting

We meet with you do discuss your money and savings goals to help you save and reduce waste and loss so you can keep more money in your pocket. We show you ways to manage your money, give recommendations to increase your cash flow, and identify and eliminate areas where you are losing money. Our clients have gone from barely getting by to owning homes, cars, or businesses after following our plans.

Credit Education

We help educate you on personal credit and help you achieve a higher score based on your credit profile. We work to help you repair, restore, or rebuild your credit to achieve scores that maximize your approval rates. We create a personalized credit action plan for our clients to implement, and majority of our clients see significant score increases and graduate our program within 6-12 months. Credit education clients receive individualized access to a secure client portal for sharing communication. We also provide guidance for business credit should you desire that service.

Debt Solution Consultation

We review and take an in depth look at your debt to customize the best solution for you be it consolidation, loans, debt-relief, or bankruptcy. Our expert consultants will provide the best option that fits your needs and situation.

Financial Planning and Advice

We collaborate with you to build a specialized plan that provides meaningful financial wellness to benefit you and your family. With our plans you save more, reach your targets, and feel better about your future.

Insurance

We provide customized recommendations and options that are dependent on your needs and goals. We ensure we give you the right product for you or your situation.

Notary Services

We work to notarize your documents. You travel to us. However, we may meet you at a location for a travel fee (dependent on distance traveled). If allowed in your state, we also provide e-Notary Services where you can get your documents electronically signed using the secure SSL encryption and PCI standards.

Tax Preparation

We offer tax preparation services for individuals and small businesses.

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We offer free consultations

We offer free consultations for a max of 10 minutes. For anything longer, please book a strategy call for one of our services. Strategy calls last a minimum of 30 minutes and begin at $25/per 30 minutes.

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