Your Wealth Building Partner

We have the tools, resources, and solutions to help you achieve your personal financial goals!  Using our exclusive “Four Squares of Finance”, we provide holistic financial consulting to help you navigate your way to financial freedom.  For small businesses, these same principles are applied to help your business not only grow, but scale at a pace that is both sustainable and performance based.

Personal Wealth Package

  • Personal Finance Consulting

  • Credit Services and Building

  • Debt Management and Refinancing

  • Basic, Advanced, and Dead Money Budgeting

  • Retirement Consulting 

Add On Services

  • Tax Services

  • Authorized User Program

Business Wealth Package

  • Personal Wealth Package

  • Business Finance Consulting 

  • Business Credit Services and Building

  • Dead Money Budgeting and Plan Ahead

  • Real-Time Loan Qualification

  • Full-Service Bookkeeping

  • Marketing, Insurance, and Benefit Consultation

  • Asset and Liability Consulting

Add On Services

  • Annual Tax Prep and Filing

  • Business Plan Development 

  • Business Credit Builder Package

  • SOP (Standard Operating Procedure Package)