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We’re a non-profit organization focusing on personal finances, dedicated to helping our clients achieve measurable results.

We strive to improve financial literacy by offering education, tools, and free personalized guidance, empowering individuals and families to build wealth and enhance their financial well-being.

Our organization has consistently had the best outcomes for our clients. Contact us today to see how we can help.

Reaching Your Goals

Discover our brand new online crash course in personal finance. Master the essential concepts and jargon to kick off your path to financial success.

One on One Coaching

Utilizing a structured three-step methodology, our coaches provide effective guidance and support to maximize your progress and success.

  1. Turn the Light On
    First, we’ll understand your goals, evaluate Cash Flow and Net Worth, forming a basis to create a personalized financial roadmap for your objectives.
  2. Reach a Strong Financial Foundation
    Next, we’ll assist you in becoming debt-free and building a sensible emergency fund to ensure financial stability and peace of mind.
  3. Wealth Creation Strategies
    Ultimately, we’ll support you in implementing your preferred wealth-building strategy, whether it involves homeownership, entrepreneurship, or retirement planning projections.

Five Minute Checkup

By answering a few questions, we can give you an idea about your current money situation.

Find out how quickly you can pay off your credit card, see how much your savings might grow by the time you retire, figure out how long it’ll take to save for emergencies, and more.

Workshops and Education

We emphasize education as a means to help you understand and stay motivated to follow your plan effectively.

One Day Presentations

Achieving Your Goals is a concise one-hour session on goal achievement and financial well-being, the speaker covers five vital aspects, advocating prudent living, financial foundation, debt reduction, wealth creation, and social responsibility.

Multi Day workshops

Circle of Wealth is a multi-day workshop emphasizing financial literacy and wealth-building through ten topics, including financial foundation, debt management, and investment avenues. It explores homeownership, retirement savings, and social wealth.

132

Clients

336

Workshop Attendees

63%

Minorities

3

Years Running

We’re a non profit personal finance coaching organization dedicated to helping our clients achieve wealth.

Our organization has consistently had the best outcomes for our clients. Contact us today to see how we can help.

FEATURED CLIENT

“My experience with this organization was incredibly beneficial. Their quick response and personalized guidance, including analyzing my monthly financial and offering targeted advice, played a crucial role in helping me reach my financial goals”, Alejandra, past customer.