PERSONAL SERVICES


Too often we're expected to make money decisions without ever being taught the basics of managing money.  We start from the beginning - and with your next paycheck. 

Sometimes NEW HABITS  require something new, something different, something totally unique. 

 

Experience has shown us change happens with programs, not a session.  We offer 3-6 month programs to help you develop new habits for a lifetime. We can work with you one on one or connect you with a local or online group for added support.


Our systems are 100% web based and linked to technology so we can produce results in less than 30 days and in ways you can access on your tablet or phone. 

 


BUSINESS SERVICES


Have you started a business but need a bit more hand-holding? Are you really making money or have a plan for the business?  We can help.

  • GROWING A BUSINESS
  • ACCESS TO CAPITAL & CREDIT
  • AUTOMATION & QUICKBOOKS TRAINING
  • BUSINESS COACHING 
  • Tax planning & Preparation
  • DBE, SDWBE BUSINESS CERTIFICATION
  • INCREASING TAKE HOME PAY
  • SAVINGS
  • BUDGETING & SPENDING PLAN
  • DEBT MANAGEMENT & CREDIT
  • HELP BUYING REAL ESTATE
  • HELP STARTING A BUSINESS

Main Services

Web-Based Solutions