Personal Finance Coaching

We offer one on one or group/family financial coaching. Our consultants specializes in customizing a financial plan that is action oriented and results driven.

Consulting Services

Offering businesses and organizations management consulting to help organizations improve efficiency. 

Specialized areas- Organization Assessment, Program Development, Project Management, Curriculum Development, Grant Writing, Budget Development, and Fundraising. 

Public Speaking

We offer groups and organizations seminars with the message structured and deliberate with three general purposes: to inform, to enlighten, and to activate positive financial actions.

Our Collective Action approach to designing a financial plan includes offering our clients a conglomerate of financial resources powered by expert financial professionals representing diverse backgrounds within the financial service industry.

Quick Contact

     (614) 500-3643
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