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.

One-on-One Coaching

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.

Financial Blueprint

  • A structured, two-session financial overview designed to help you understand where your money stands today and where it can go next. This service provides a clear snapshot of your financial life—net worth, spending, and goals—along with practical next steps you can confidently implement on your own.

    • Two private one-on-one sessions.

    • Full financial overview, including:

      • Net worth assessment

      • Spending plan review and setup

      • Short-, mid-, and long-term goal clarification

      • Identification of key opportunities and gaps in your financial picture

    • A personalized action plan outlining:

      • Next steps - what to focus on now

      • Later steps - what to work toward over time

    • Individuals wanting clarity without committing to ongoing coaching.

    • Those looking for a financial reset or second set of eyes on their money.

    • Professionals who want structure, direction, and confidence to move forward independently.

Learning Experiences

Financial Seminars

  • An engaging, high-level personal finance learning experience designed to build awareness, spark conversation, and strengthen financial confidence. Seminars focus on foundational money concepts and are tailored to the audience—whether early-career professionals, college graduates, or experienced working adults.

    • One-time or multi-session seminar format.

    • Audience-specific personal finance topics such as:

      • Budgeting basics

      • Building financial habits

      • Understanding paychecks and benefits

      • Saving, investing, and long-term planning concepts

      • Real-world examples and relatable scenarios

    • Interactive discussion and Q&A.

    • Customization based on audience age, career stage, and goals.

    • Colleges, universities, and student organizations.

    • Corporate teams, employee resource groups, and professional associations.

    • Groups seeking financial education without a formal curriculum commitment.

Financial Workshops

  • A hands-on, curriculum-based financial education experience focused on practical application. Workshops guide participants through core personal finance topics using structured lessons, exercises, and real-life scenarios to help them actively apply what they learn.

    • Curriculum-based personal finance instruction

    • Coverage of key topics such as:

      • Budgeting and cash flow management

      • Net worth tracking

      • Debt management strategies

      • Goal setting and financial planning fundamentals

    • Guided activities, worksheets, and exercises

    • Practical tools participants can use beyond the workshop

    • Single or multi-session delivery options

    • Organizations seeking deeper financial education outcomes

      • Colleges, nonprofits, and workforce development programs

      • Employers investing in employee financial wellness

      • Groups that want actionable learning—not just information

Become a Client