Our Services

  • Financial coaches assist you with establishing a personalized approach to managing your finances. We will help you set and achieve financial goals, understand your spending habits, and develop a plan for improving your financial health.

    Financial coaching:

    1. Initial Assessment: We will assess your current financial situation, including income, expenses, debts, and savings. This often involves reviewing your financial statements and understanding your financial goals and challenges.

    2. Goal Setting: Together, we'll set specific, measurable, achievable, relevant, and time-bound (SMART) goals. These might include paying off debt, building an emergency fund, or saving for a big purchase.

    3. Budgeting and Planning: We will help you create a budget that aligns with your goals and offer strategies for tracking your spending and managing your money more effectively.

    4. Action Steps: We will work with you to implement the strategies we've developed, including setting up savings plans, adjusting spending habits, and addressing any financial challenges you face.

    5. Ongoing Support: We will have scheduled check-ins to review progress and adjust plans as needed.

    6. Behavioral Insights: Money can bring up a lot of different emotions. We will explore and address behavioral patterns or psychological factors that impact your financial decisions.

  • Whether you're a sole proprietor or a corporation with 100+ employees; small business retirement planning involves creating strategies to assist both the business owner and your employees with securing financial stability and comfort in retirement. Retirement planning is crucial for business owners who want to provide for their future while also improving employee retention by offering retirement benefits.

    Small business retirement planning:

    1. Assessment of Your Business Needs and Retirement Goals

    2. Evaluate Current Financial Situation

    3. Choose the Right Retirement Plan

    There are several retirement plan options suitable for small businesses.

    4. Set Up the Plan

    5. Contribution Plan Strategy

    6. Employee Education and Training

    7. Review and Adjust the Plan

    8. Plan for Business Succession

  • We have consultants to provide financial education about personal finance and financial management. We facilitate trainings to improve the understanding of key concepts and skills that help you make informed decisions about money, budgeting, saving, investing, and planning for the future. Whether it is a 30 minute training or a series, we have a variety of topics and resources we can share with any audience.

    Financial education training:

    1. Budgeting and Money Management

    2. Saving and Investing

    3. Understanding Financial Products

    4. Estate Planning

    5. Financial Goal Setting

    6. Behavioral Finance

    7. Wealth Building

  • Our career coaches offer professional development that helps individuals identify and achieve their career goals. It involves working with a coach to gain clarity on career aspirations, develop strategies for advancement, and enhance skills to succeed in the workplace.

    Career coaching:

    1. Self-Assessment and Discovery

    2. Career Exploration and Goal Setting

    3. Career Planning

    4. Resume and Cover Letter Development

    5. Job Search Strategies

    6. Interview Preparation

    7. Career Advancement

    8. Work-Life Balance

    9. Overcoming Challenges

    10. Ongoing Support and Accountability

  • Digital Financial Planners

    Our thoughtfully curated digital financial planners are not just tools but companions on your journey towards financial management.

    Here you'll find a harmonious blend of faith and organization, designed to infuse peace and success into your everyday life.