New Connections
FREE Virtual Consultation / Networking
Let's connect and explore potential synergies and opportunities for collaboration. For NEW Contacts OnlyFact Finder Session
For NEW Financial Planning ClientsGeneral Client Meetings
Phone Call
FREE 15-minute phone call for clients, prospects, vendors, partners, etc.Virtual
For current clients with a paid financial planning agreement.In Person
For current clients with a paid financial planning agreement at The Gathering Spot in Midtown Atlanta. Free Parking is provided.Annual Review
A review of current insurance policies and investment accounts evaluating the performance, coverage, beneficiaries, and performance to ensure they align with your financial goals, risk tolerance, and changing life circumstances,Custom PAID Services
Financial Plan Update
Review and revise your existing financial plan to reflect any changes in your circumstances, financial goals, or market conditions, ensuring that it remains aligned with your objectives for achieving financial success. (2) sessionsDocument / Grant Completion
Hands-on assistance in completing Grant applications, retirement documents, and other financial forms.Personal Finance Packages
Financial Literacy & Insights
We'll assess your current financial concerns, provide educational insights, and offer practical guidance to optimize your financial well-being. (3) SessionsMaster Your Money
This 12-month comprehensive program is crafted to provide expert guidance on BUDGETING, DEBT REDUCTION, building emergency reserves, and enhancing credit scores to achieve lasting financial stability. (6) sessionsSmall Business Foundation Packages
Level I
Designed to guide aspiring entrepreneurs through the essential steps of legally establishing and legitimizing their businesses including registration, licenses, permits, domain, web presence, and more. (6) virtual sessionsLevel II
Next-level guidance for obtaining minority certifications, crafting a compelling capabilities statement, and identifying grant/contract opportunities. (6) virtual sessions