Dedicated to the Financial Success of Our Youth
Designs and Implements Financial Wellness Programs for Your Organization
Not sure where to start with your finances but want to start somewhere? Book a complimentary consultation where we discuss and review where you are financially and create a customized plan for "future you".Book your Consultation today!
This session is for those understanding how a budget works but need to get organized and on track with creating a savings plan whether preparing to purchase a home or start an emergency savings.Let's get your budget on track!
This session is more in depth. Ever wanted to know why you spend the way you do? Well let's talk about it and get an understanding of when it started and where it stems from. You will complete a financial assessment to get a clear view of your current finances and create a customized financial plan that fits your lifestyle. This includes but not limited to budgeting, saving, paying off debt, and credit repair.Book your Budget Analysis Session today!
This monthly service is a continuation of the Budget Analysis. Each month you will be given a new task to implement for yourself and/or your family. This includes monthly check ins and one 30 minute followup at the end of your first 30 days to assess progress. 30 minute follow-ups will persist monthly with paid membership along with other optional perks (credit repair, financial planning, etc.).Book Your monthly planning session today!
This is an 8 hour course that is taught Monday through Thursday for two weeks and last one hour each day. Money Moguls are taught by your Certified Financial Educator and partners. Topics vary and are based on age/ grade of participants.
Dates and times will be disclosed June 2020
All services are conducted via phone or Zoom virtual calls. No face to face appointments will be scheduled at this time.
Note: All services $125 and under require a $25 non-refundable deposit at time of booking. All services above $125 require a non- refundable deposit of 50% at time of booking.