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Individual Consultations
Customized, in person and phone consultations are available for those who have immediate or specific needs and questions regarding any combination of financial issues, such as:
- Developing ease and comfort about money issues
- Finance and banking fundamentals
- Understanding how taxes affect your take home pay and how to reduce your tax liability
- Responsible use of credit cards and debt management
- Maintaining and improving your credit reports and scores
- Setting financial goals
- Responsible approaches to car and home purchases
- Repaying student loans
- Protecting your assets with life, homeowners, renters and automobile insurance
- Planning and saving for retirement
In-person consultations are recommended for individuals requiring assistance organizing and reviewing financial papers or forms. Call or e-mail us for a free initial assessment.
Private consultations for couples
This service is for high-functioning young couples on the verge of merging finances who want to learn how to successfully:
- Manage their financial household
- Set and achieve joint financial goals
- Work through money-related disagreements as they arise
We will work with you in your home to assess your current situation, make recommendations and provide tools and resources for your joint success.
Catapult Seminar - Coming Soon!
Students work hard and study to become employable professionals and advance themselves financially. However, most institutions of higher education have not prepared students to be financially responsible. This half-day seminar is our most comprehensive and affordable option geared toward young professionals and individuals on the verge of entering the workforce and covers topics such as:
- Developing ease and comfort about money issues
- Finance and banking fundamentals
- Understanding how taxes affect your take home pay and how to reduce your tax liability
- Responsible use of credit cards and debt management
- Maintaining and improving your credit reports and scores
- Setting financial goals
- Responsible approaches to car and home purchases
- School loans
- Protecting your assets with life, homeowners, renters and automobile insurance
- Planning and saving for retirement
Each participant will be provided user-friendly planning tools and a one-on-one 30 minute private phone consultation after the seminar to talk about challenges specific to each individual.
Seminars must meet minimum enrollment of 15 participants.
Financial Rookies Workshop - Coming Soon!
This workshop is designed for entering college students (and other young adults) who are living independently for the first time. Topics covered include banking basics, credit card and student loan essentials, building a credit history, managing money on a tight budget (all the basics to keep you out of trouble and on the right track while you are in school).
Workshops must meet minimum enrollment of 30 participants.
Non-profit workers, ask about our generous discounts.
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