We have hand-crafted services that target our client needs and meet your personal & business goals under one firm. We hold one major goal for all our clients, to hands-on educate you while mentoring and guiding you into financial clarity.

 

PERSONAL BANKING 101

Laying out the foundation of having a checking / savings account to help build and control your money management.

We will explore the best options for your lifestyle and fully breakdown different bank options and amenities offered that will aid in you managing and being in control of your banking foundation.

SMALL BUSINESS SERVICES MENTORSHIP

We have helped grow and guide businesses from the ground up while managing our own business. We aim to help business owners through mentorship, advice and experiences knowledge.

  • Business Manuals (Policies and Procedure)
  • Business Loan Advice
  • Tax-ID
  • LLC Resourcing

CUSTOMIZED BUDGETING

The planning process is key in laying out and preparing for your financial control. In order to accomplish your goal, the foundation must be laid out. We believe that with this theory it is important so that we can craft solutions to address your financial needs and responsibilities while they are visually in radar. This brings your dreams to reality, while properly planning.

  • Monthly Budgeting
  • Yearly Budgeting
  • Special Moment Budgeting (Weddings, Vacation planning, Life adjustments)

Included: Hands-on resources and worksheets during consulting

PERSONAL BUSINESS MANAGEMENT & REVIEW

We hold 10+ years of expertise in policy foundation, management, and review. We conduct hands-on review of your current items in place while performing a full dissection and give hands-on suggestions and overview on items to save you money & restructure your control over your money.

We Review:

  • Insurance Policies (home and auto)
  • Property Tax Assessment
  • Notary Services (personal notary services for document requirements)

CREDIT ANALYSIS

We will fully dissect your current credit status in place and review your full credit history. We know this could be seen as the most overwhelming piece to the puzzle, but with our hands-on guidance we take pride in walking you through the process to aid in you revamping your credit portfolio.

We break it all down for you to clear up any myths, while holding your hand every step of the credit education and revamping process.

Focus Areas:

  • Credit Accuracy
  • Credit Disputes
  • Credit Recommendation

Included: One on one credit pulls and full credit review, written recommendation & follow ups

 

We hold one major goal for all our clients, to hands-on educate you while mentoring and guiding you into financial clarity.