Education, Instruction & Mentoring

EDUCATION:

As a general rule, we prefer not to reinvent the wheel. On this note, from inception, we use financial education material designed and created by organizations such as F.D.I.C., C.F.P.B., F.T.C and the Federal Reserve bank. Education is delivered by a FCRA certified presenter via class room style presentations and/or Zoom platform.

 

INSTRUCTION:

An individuals personal finances cannot be resolved with a cookie-cutter process. Each clients’ personal finances are carefully assessed and an Action plan is created to help resolve financial issues. Manageable action items are discussed and clearly itemized for execution within a reasonable time table.

 

MENTORING/COACHING:

 The unique niche we have created is based on patience, understanding and motivation. As our clients work on their customized Action plans, we engage 100% to encourage, motivate and guide them to become better educated and financial stable consumers. Socioeconomic mobility occurs when our clients understand our collaboration.