Our Services

Personalized financial services designed to help individuals build confidence, clarity, and control over their money. From one-on-one coaching to structured programs and group workshops, each service is tailored to support long-term financial well-being and informed decision making.

Money Mentorship

  • Personalized financial coaching tailored to your unique situation. This service offers one-time or ongoing sessions focused on budgeting, debt reduction, wealth-building strategies, and overall financial clarity.

    • One-on-one financial coaching tailored to your current situation and goals

    • Support with budgeting, debt reduction, wealth-building, and financial organization

    • Option for a single session or ongoing mentorship

    • Guidance on decision-making, habit formation, and building financial confidence

    • Actionable strategies and accountability from a dedicated coach

    • Individuals feeling overwhelmed or unsure where to start.

    • Those seeking clarity around their money habits and long-term planning.

    • Anyone wanting a trusted partner to help navigate personal finance challenges.

Money Mastery

  • A comprehensive, structured program designed to help you take control of your finances. Through a guided framework, you’ll develop long-term habits, set strategic goals, and create a customized plan for financial success.

    • A multi-session program with a guided framework

    • Deep dive into budgeting, saving, investing, and cash flow

    • Clear goal-setting aligned with your personal values and lifestyle

    • Tools to help you track progress and adjust your plan as life changes

    • Supportive coaching to build long-lasting habits and a confident financial mindset

    • Individuals ready to commit to comprehensive financial improvement.

    • Young professionals or those entering a new financial phase.

    • Anyone seeking clarity, structure, and guidance for long-term success.

Financial Workshops

  • Engaging workshops designed to educate and empower participants on key financial topics. Ideal for organizations, educational institutions, and community groups seeking to promote financial literacy and money management skills.

    • Customizable content based on your group’s needs or interests

    • Topics such as budgeting, debt, saving, investing, credit, and financial wellness

    • Practical tools and takeaways that can be applied immediately

    • Opportunities for group discussion, questions, and real-life examples

    • Available for organizations, schools, nonprofits, and community groups

    • Schools or universities preparing students for financial independence.

    • Community groups looking to improve financial literacy.

    • Workplaces promoting financial wellness among employees.

Become a Client

Hear From Our Clients

  • “Georges has been the most patient and helpful with his financial guidance. I was skeptical and hesitant about taking this new journey towards financial freedom, not thinking I was able to start or be financially free. Through Georges’ Money Mastery program, his advice is not only financial, but also applicable to everyday life and the decisions that I make with money. Georges’ does a wonderful job with understanding there is a mind shift, and is super patient with the new steps in understanding money. There is a light at the end of the debt tunnel. I am beyond grateful for Georges’ expertise and energy, as I look forward to each meeting we have, to learning something new and sharing the gains while subtracting the debt!”

    - Anngelica Peters

  • "Working with Georges has been extremely helpful in taking control and managing my personal finances. After reviewing my spending and savings habits, he was able to help me feel confident in myself to create and follow a budget that works for my lifestyle, as well as planning for the future. He was also helpful with creating short term and long terms goals for me to focus on and break them down into smaller achievable goals to not feel overwhelmed. If you’re unsure of where to begin, I highly recommend working with Georges for your financial planning and goals to lay the groundwork of understanding personal finances for yourself. "

    - Matthew Girty