Services
Financial Literacy 12 All Inclusive Service Program
- Budgeting
- Credit Builder
- Credit Attorney
- Credit Monitoring
- Debt Payoff
- Financial Lockbox
- Identity Monitoring
- Networth
- Savings Goal
- Will & Trust
- Youth Financial Literacy
Entrepreneurship/Business Coaching
- Formation of Corporations In All 50 States
- Sole Proprietorship/ DBA
- Limited Partnerships and Limited Liability Companies
- Filing Certificate of Assumed Name
- Obtaining Certificate of Good Standing
- Initial Business Onboarding and Entrepreneurship Mentorship
Fractional CFO Services
Offer expert financial oversight without the cost of a full-time hire. Services include:
- Bookkeeping & Reconciliation
- Financial Reporting & Forecasting
- Cash Flow Management
- Profit First Method Implementation
- Strategic Budgeting & Advisory
Project Management Services for Businesses
Providing tailored project management solutions, with specialization in:
- Banking & Financial Services
- International Trade & Commerce
- Financial Instruments
- Business Formation & Structuring
- System & Process Development
Financial Planning – Personal & Business
Comprehensive planning to build and protect wealth:
- Personal Finance Strategies
- Business Financial Mapping
- Goal-Based Budget Planning
- Asset Protection
- Tax-Efficient Planning
Financial Literacy Services
Empowering clients through education and actionable tools, including:
- Credit Building & Restoration
- Identity Theft Protection
- Budgeting Workshops
- Personal & Business Lending Guidance
- Rocket Lawyer Access
- Estate Planning: Will, Trust, Power of Attorney (Financial & Health)
Insurance Planning & Retirement Services
Long-term security and peace of mind through:
- Life, Health, and Disability Insurance Planning
- Retirement Accounts & Planning (IRA, 401k, etc.)
- Risk Management Strategies
- Legacy & Succession Planning
