Individual Services

Offered to customers seeking specific financial guidance, this service caters to those with particular questions regarding credit, budgeting, and savings. Customers can freely inquire about any financial concerns, and Angela (Our Owner) will impart education while offering personalized suggestions and advice. We prioritize flexibility by allowing customers to choose the duration of their consultation, ensuring they receive the dedicated time needed while meeting their budget.

Customized for individuals and couples seeking an in-depth analysis of their income and expenses, this service aims to establish a budget for maintaining financial well-being. Throughout our sessions, a thorough examination of the client's income, expenses, debt, due dates, and goals takes place. From this, we construct a strategic 12-week plan tailored to their unique situation. These 12 weeks serve as the foundation, guiding clients even after the completion of their written plan.  A discovery call is required prior to starting services.