New Connections

FREE Virtual Consultation / Networking

Let's connect and explore potential synergies and opportunities for collaboration. For NEW Contacts Only

Fact Finder Session

For NEW Financial Planning Clients
General Client Meetings

Phone Call

FREE 15-minute phone call for clients, prospects, vendors, partners, etc.


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) sessions

Document / 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) Sessions

Master 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) sessions
Small 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 sessions

Level II

Next-level guidance for obtaining minority certifications, crafting a compelling capabilities statement, and identifying grant/contract opportunities. (6) virtual sessions